Evercore Wealth Management, LLC Southern CO Transaction History

Evercore Wealth Management, LLC

  • $6.66 Billion
  • Q3 2024

A detailed history of Evercore Wealth Management, LLC transactions in Southern CO stock. As of the latest transaction made, Evercore Wealth Management, LLC holds 12,555 shares of SO stock, worth $1.07 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
12,555
Previous 12,955 3.09%
Holding current value
$1.07 Million
Previous $1 Million 12.75%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 14, 2024
SELL
$77.0 - $90.52 $30,800 - $36,208
-400 Reduced 3.09%
12,555 $1.13 Million
Q1 2024

May 15, 2024
SELL
$66.25 - $72.24 $49,356 - $53,818
-745 Reduced 5.44%
12,955 $929,000
Q4 2023

Feb 14, 2024
SELL
$62.71 - $73.08 $13,482 - $15,712
-215 Reduced 1.55%
13,700 $960,000
Q3 2023

Nov 14, 2023
SELL
$64.72 - $73.09 $79,282 - $89,535
-1,225 Reduced 8.09%
13,915 $900,000
Q2 2023

Aug 04, 2023
SELL
$68.97 - $75.66 $137,319 - $150,639
-1,991 Reduced 11.62%
15,140 $1.06 Million
Q1 2023

May 15, 2023
BUY
$62.32 - $72.5 $121,274 - $141,085
1,946 Added 12.82%
17,131 $1.19 Million
Q4 2022

Feb 14, 2023
SELL
$63.44 - $72.26 $116,031 - $132,163
-1,829 Reduced 10.75%
15,185 $1.08 Million
Q3 2022

Nov 14, 2022
SELL
$68.0 - $80.16 $38,692 - $45,611
-569 Reduced 3.24%
17,014 $1.16 Million
Q2 2022

Aug 15, 2022
SELL
$65.39 - $76.51 $32,695 - $38,255
-500 Reduced 2.77%
17,583 $1.25 Million
Q1 2022

May 16, 2022
SELL
$62.84 - $72.51 $53,728 - $61,996
-855 Reduced 4.51%
18,083 $1.31 Million
Q4 2021

Feb 14, 2022
SELL
$61.1 - $68.58 $305 - $342
-5 Reduced 0.03%
18,938 $1.3 Million
Q3 2021

Nov 15, 2021
SELL
$61.34 - $67.32 $1,226 - $1,346
-20 Reduced 0.11%
18,943 $1.17 Million
Q2 2021

Aug 16, 2021
SELL
$60.46 - $66.42 $239,905 - $263,554
-3,968 Reduced 17.3%
18,963 $1.15 Million
Q1 2021

May 17, 2021
SELL
$56.72 - $62.32 $14,747 - $16,203
-260 Reduced 1.12%
22,931 $1.43 Million
Q4 2020

Feb 16, 2021
BUY
$54.62 - $64.17 $18,243 - $21,432
334 Added 1.46%
23,191 $1.43 Million
Q3 2020

Nov 16, 2020
SELL
$51.56 - $55.78 $92,395 - $99,957
-1,792 Reduced 7.27%
22,857 $1.24 Million
Q2 2020

Aug 13, 2020
SELL
$50.14 - $60.33 $21,710 - $26,122
-433 Reduced 1.73%
24,649 $1.28 Million
Q1 2020

May 14, 2020
SELL
$43.23 - $70.85 $8,732 - $14,311
-202 Reduced 0.8%
25,082 $1.36 Million
Q4 2019

Feb 13, 2020
SELL
$60.33 - $63.86 $167,536 - $177,339
-2,777 Reduced 9.9%
25,284 $1.61 Million
Q3 2019

Nov 14, 2019
SELL
$54.84 - $61.98 $51,165 - $57,827
-933 Reduced 3.22%
28,061 $1.73 Million
Q2 2019

Aug 13, 2019
BUY
$51.2 - $56.28 $407,449 - $447,876
7,958 Added 37.83%
28,994 $1.6 Million
Q1 2019

May 14, 2019
SELL
$43.72 - $52.53 $36,375 - $43,704
-832 Reduced 3.8%
21,036 $1.09 Million
Q4 2018

Feb 13, 2019
SELL
$42.79 - $47.56 $78,006 - $86,701
-1,823 Reduced 7.69%
21,868 $961,000
Q3 2018

Nov 13, 2018
BUY
$42.66 - $49.08 $49,954 - $57,472
1,171 Added 5.2%
23,691 $1.03 Million
Q2 2018

Aug 14, 2018
BUY
$42.73 - $46.6 $450,246 - $491,024
10,537 Added 87.93%
22,520 $1.04 Million
Q1 2018

May 15, 2018
SELL
$42.92 - $47.2 $26,181 - $28,792
-610 Reduced 4.84%
11,983 $535,000
Q4 2017

Feb 13, 2018
BUY
$48.05 - $53.25 $36,037 - $39,937
750 Added 6.33%
12,593 $606,000
Q3 2017

Nov 13, 2017
BUY
$47.92 - $50.64 $567,516 - $599,729
11,843
11,843 $582,000

Others Institutions Holding SO

# of Institutions
2,252
Shares Held
709M
Call Options Held
4.72M
Put Options Held
3.41M
View Full List

About SOUTHERN CO

SO Quotes by TradingView
  • Ticker SO
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 1,088,669,952
  • Market Cap $93.1B
  • 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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