A detailed history of Cyndeo Wealth Partners, LLC transactions in Southern CO stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 6,522 shares of SO stock, worth $571,327. This represents 0.04% of its overall portfolio holdings.

Number of Shares
6,522
Previous 6,183 5.48%
Holding current value
$571,327
Previous $479,000 22.76%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Oct 18, 2024

BUY
$77.0 - $90.52 $26,103 - $30,686
339 Added 5.48%
6,522 $588,000
Q2 2024

Jul 30, 2024

BUY
$67.77 - $80.71 $4,472 - $5,326
66 Added 1.08%
6,183 $479,000
Q1 2024

Apr 16, 2024

SELL
$66.25 - $72.24 $11,858 - $12,930
-179 Reduced 2.84%
6,117 $438,000
Q4 2023

Jan 12, 2024

BUY
$62.71 - $73.08 $31,856 - $37,124
508 Added 8.78%
6,296 $441,000
Q3 2023

Oct 10, 2023

SELL
$64.72 - $73.09 $3.41 Million - $3.85 Million
-52,644 Reduced 90.09%
5,788 $374,000
Q2 2023

Jul 27, 2023

BUY
$68.97 - $75.66 $184,149 - $202,012
2,670 Added 4.79%
58,432 $4.1 Million
Q1 2023

Apr 21, 2023

BUY
$62.32 - $72.5 $3.26 Million - $3.79 Million
52,309 Added 1514.89%
55,762 $3.88 Million
Q4 2022

Jan 25, 2023

BUY
$63.44 - $72.26 $219,058 - $249,513
3,453 New
3,453 $0

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 $95.4B
  • 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
Track This Portfolio

Track Cyndeo Wealth Partners, LLC Portfolio

Follow Cyndeo Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cyndeo Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cyndeo Wealth Partners, LLC with notifications on news.