A detailed history of Elwood & Goetz Wealth Advisory Group, LLC transactions in Southern CO stock. As of the latest transaction made, Elwood & Goetz Wealth Advisory Group, LLC holds 6,352 shares of SO stock, worth $576,126. This represents 0.14% of its overall portfolio holdings.

Number of Shares
6,352
Previous 6,224 2.06%
Holding current value
$576,126
Previous $446,000 10.31%
% of portfolio
0.14%
Previous 0.11%

Shares

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

Jul 30, 2024

BUY
$67.77 - $80.71 $8,674 - $10,330
128 Added 2.06%
6,352 $492,000
Q1 2024

Apr 22, 2024

BUY
$66.25 - $72.24 $35,841 - $39,081
541 Added 9.52%
6,224 $446,000
Q4 2023

Jan 18, 2024

BUY
$62.71 - $73.08 $5,894 - $6,869
94 Added 1.68%
5,683 $398,000
Q3 2023

Oct 19, 2023

BUY
$64.72 - $73.09 $4,336 - $4,897
67 Added 1.21%
5,589 $361,000
Q2 2023

Jul 28, 2023

BUY
$68.97 - $75.66 $413 - $453
6 Added 0.11%
5,522 $387,000
Q1 2023

Apr 19, 2023

BUY
$62.32 - $72.5 $373 - $435
6 Added 0.11%
5,516 $383,000
Q4 2022

Jan 27, 2023

BUY
$63.44 - $72.26 $90,592 - $103,187
1,428 Added 34.98%
5,510 $393,000
Q3 2022

Oct 28, 2022

BUY
$68.0 - $80.16 $2,584 - $3,046
38 Added 0.94%
4,082 $278,000
Q2 2022

Aug 11, 2022

SELL
$65.39 - $76.51 $45,119 - $52,791
-690 Reduced 14.58%
4,044 $288,000
Q1 2022

Apr 15, 2022

BUY
$62.84 - $72.51 $77,041 - $88,897
1,226 Added 34.95%
4,734 $343,000
Q4 2021

Jan 14, 2022

BUY
$61.1 - $68.58 $12,525 - $14,058
205 Added 6.21%
3,508 $241,000
Q3 2021

Oct 18, 2021

BUY
$61.34 - $67.32 $202,606 - $222,357
3,303 New
3,303 $205,000
Q2 2021

Jul 15, 2021

SELL
$60.46 - $66.42 $206,047 - $226,359
-3,408 Closed
0 $0
Q1 2021

Apr 15, 2021

BUY
$56.72 - $62.32 $193,301 - $212,386
3,408 New
3,408 $212,000

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 $98.7B
  • 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
Track This Portfolio

Track Elwood & Goetz Wealth Advisory Group, LLC Portfolio

Follow Elwood & Goetz Wealth Advisory Group, 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 Elwood & Goetz Wealth Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Elwood & Goetz Wealth Advisory Group, LLC with notifications on news.