A detailed history of Ever Source Wealth Advisors, LLC transactions in Southern CO stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 26,918 shares of SO stock, worth $2.34 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
26,918
Previous 25,356 6.16%
Holding current value
$2.34 Million
Previous $1.97 Million 23.45%
% of portfolio
0.16%
Previous 0.13%

Shares

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

Nov 08, 2024

BUY
$77.0 - $90.52 $120,274 - $141,392
1,562 Added 6.16%
26,918 $2.43 Million
Q2 2024

Aug 13, 2024

SELL
$67.77 - $80.71 $7,929 - $9,443
-117 Reduced 0.46%
25,356 $1.97 Million
Q1 2024

Jun 11, 2024

SELL
$66.25 - $72.24 $71,881 - $78,380
-1,085 Reduced 4.09%
25,473 $1.83 Million
Q4 2023

Feb 09, 2024

BUY
$62.71 - $73.08 $782,495 - $911,892
12,478 Added 88.62%
26,558 $1.86 Million
Q3 2023

Nov 03, 2023

BUY
$64.72 - $73.09 $21,292 - $24,046
329 Added 2.39%
14,080 $911,000
Q2 2023

Aug 04, 2023

SELL
$68.97 - $75.66 $26,001 - $28,523
-377 Reduced 2.67%
13,751 $966,000
Q1 2023

May 11, 2023

SELL
$62.32 - $72.5 $24,803 - $28,855
-398 Reduced 2.74%
14,128 $983,000
Q4 2022

Feb 09, 2023

BUY
$63.44 - $72.26 $97,316 - $110,846
1,534 Added 11.81%
14,526 $1.04 Million
Q3 2022

Nov 07, 2022

BUY
$68.0 - $80.16 $87,448 - $103,085
1,286 Added 10.99%
12,992 $884,000
Q2 2022

Aug 01, 2022

BUY
$65.39 - $76.51 $28,379 - $33,205
434 Added 3.85%
11,706 $835,000
Q1 2022

May 25, 2022

BUY
$62.84 - $72.51 $40,908 - $47,204
651 Added 6.13%
11,272 $817,000
Q4 2021

Feb 07, 2022

BUY
$61.1 - $68.58 $648,943 - $728,388
10,621 New
10,621 $728,000

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 $94.5B
  • 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 Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, 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 Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.