A detailed history of Evermay Wealth Management LLC transactions in Southern CO stock. As of the latest transaction made, Evermay Wealth Management LLC holds 628 shares of SO stock, worth $56,708. This represents 0.01% of its overall portfolio holdings.

Number of Shares
628
Previous 678 7.37%
Holding current value
$56,708
Previous $48,000 -0.0%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 01, 2024

SELL
$67.77 - $80.71 $3,388 - $4,035
-50 Reduced 7.37%
628 $48,000
Q1 2024

May 13, 2024

BUY
$66.25 - $72.24 $24,512 - $26,728
370 Added 120.13%
678 $48,000
Q4 2023

Feb 09, 2024

BUY
$62.71 - $73.08 $501 - $584
8 Added 2.67%
308 $21,000
Q2 2022

Aug 15, 2022

SELL
$65.39 - $76.51 $72,909 - $85,308
-1,115 Reduced 78.8%
300 $21,000
Q1 2022

May 16, 2022

SELL
$62.84 - $72.51 $73,522 - $84,836
-1,170 Reduced 45.26%
1,415 $103,000
Q4 2021

Feb 14, 2022

BUY
$61.1 - $68.58 $6,110 - $6,858
100 Added 4.02%
2,585 $177,000
Q3 2021

Nov 12, 2021

SELL
$61.34 - $67.32 $19,628 - $21,542
-320 Reduced 11.41%
2,485 $154,000
Q2 2021

Aug 13, 2021

BUY
$60.46 - $66.42 $169,590 - $186,308
2,805 New
2,805 $170,000

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 $98.3B
  • 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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