A detailed history of Creative One Wealth, LLC transactions in Southern CO stock. As of the latest transaction made, Creative One Wealth, LLC holds 31,832 shares of SO stock, worth $2.65 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
31,832
Previous 21,977 44.84%
Holding current value
$2.65 Million
Previous $1.7 Million 68.43%
% of portfolio
0.1%
Previous 0.09%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$77.0 - $90.52 $758,835 - $892,074
9,855 Added 44.84%
31,832 $2.87 Million
Q2 2024

Aug 14, 2024

BUY
$67.77 - $80.71 $23,245 - $27,683
343 Added 1.59%
21,977 $1.7 Million
Q1 2024

May 14, 2024

BUY
$66.25 - $72.24 $559,878 - $610,500
8,451 Added 64.11%
21,634 $1.55 Million
Q4 2023

Feb 09, 2024

SELL
$62.71 - $73.08 $100,147 - $116,708
-1,597 Reduced 10.81%
13,183 $924,000
Q3 2023

Oct 17, 2023

SELL
$64.72 - $73.09 $353,306 - $398,998
-5,459 Reduced 26.97%
14,780 $957,000
Q2 2023

Aug 16, 2023

BUY
$68.97 - $75.66 $241,670 - $265,112
3,504 Added 20.94%
20,239 $1.42 Million
Q2 2023

Aug 14, 2023

BUY
$68.97 - $75.66 $79,729 - $87,462
1,156 Added 7.42%
16,735 $1.18 Million
Q1 2023

May 15, 2023

BUY
$62.32 - $72.5 $263,426 - $306,457
4,227 Added 37.24%
15,579 $1.08 Million
Q4 2022

Feb 14, 2023

BUY
$63.44 - $72.26 $107,530 - $122,480
1,695 Added 17.55%
11,352 $811,000
Q3 2022

Nov 14, 2022

SELL
$68.0 - $80.16 $1.03 Million - $1.21 Million
-15,138 Reduced 61.05%
9,657 $657,000
Q2 2022

Aug 12, 2022

BUY
$65.39 - $76.51 $943,577 - $1.1 Million
14,430 Added 139.22%
24,795 $1.77 Million
Q1 2022

May 13, 2022

BUY
$62.84 - $72.51 $96,459 - $111,302
1,535 Added 17.38%
10,365 $752,000
Q4 2021

Feb 15, 2022

SELL
$61.1 - $68.58 $72,586 - $81,473
-1,188 Reduced 11.86%
8,830 $606,000
Q3 2021

Nov 16, 2021

BUY
$61.34 - $67.32 $171,752 - $188,495
2,800 Added 38.79%
10,018 $621,000
Q2 2021

Aug 13, 2021

BUY
$60.46 - $66.42 $604 - $664
10 Added 0.14%
7,218 $437,000
Q1 2021

May 17, 2021

BUY
$56.72 - $62.32 $408,837 - $449,202
7,208 New
7,208 $448,000

Others Institutions Holding SO

About SOUTHERN CO


  • Ticker SO
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 1,088,669,952
  • Market Cap $90.7B
  • Description
  • The Southern Company, through its subsidiaries, engages in the generation, transmission, and distribution of electricity. It operates through Gas Distribution Operations, Gas Pipeline Investments, Wholesale Gas Services, and Gas Marketing Services segments. The company also develops, constructs, acquires, owns, and manages power generation asset...
More about SO
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