A detailed history of Elmwood Wealth Management, Inc. transactions in Southern CO stock. As of the latest transaction made, Elmwood Wealth Management, Inc. holds 4,000 shares of SO stock, worth $360,680. This represents 0.15% of its overall portfolio holdings.

Number of Shares
4,000
Previous 4,693 14.77%
Holding current value
$360,680
Previous $336,000 7.74%
% of portfolio
0.15%
Previous 0.15%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

SELL
$67.77 - $80.71 $46,964 - $55,932
-693 Reduced 14.77%
4,000 $310,000
Q1 2024

May 10, 2024

SELL
$66.25 - $72.24 $331 - $361
-5 Reduced 0.11%
4,693 $336,000
Q4 2023

Jan 30, 2024

BUY
$62.71 - $73.08 $125 - $146
2 Added 0.04%
4,698 $329,000
Q3 2023

Nov 15, 2023

BUY
$64.72 - $73.09 $194 - $219
3 Added 0.06%
4,696 $303,000
Q2 2022

Jul 12, 2022

SELL
$65.39 - $76.51 $22,886 - $26,778
-350 Reduced 6.94%
4,693 $335,000
Q1 2021

May 13, 2021

SELL
$56.72 - $62.32 $1,418 - $1,558
-25 Reduced 0.49%
5,043 $313,000
Q2 2020

Aug 13, 2020

BUY
$50.14 - $60.33 $3,409 - $4,102
68 Added 1.36%
5,068 $263,000
Q1 2018

May 10, 2018

BUY
$42.92 - $47.2 $214,600 - $236,000
5,000 New
5,000 $223 Million

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 $98.2B
  • 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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