A detailed history of Financial Advocates Investment Management transactions in Southern CO stock. As of the latest transaction made, Financial Advocates Investment Management holds 10,354 shares of SO stock, worth $857,932. This represents 0.05% of its overall portfolio holdings.

Number of Shares
10,354
Previous 11,332 8.63%
Holding current value
$857,932
Previous $879,000 6.14%
% of portfolio
0.05%
Previous 0.06%

Shares

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

Oct 25, 2024

SELL
$77.0 - $90.52 $75,306 - $88,528
-978 Reduced 8.63%
10,354 $933,000
Q2 2024

Jul 26, 2024

SELL
$67.77 - $80.71 $69,803 - $83,131
-1,030 Reduced 8.33%
11,332 $879,000
Q1 2024

May 01, 2024

BUY
$66.25 - $72.24 $18,881 - $20,588
285 Added 2.36%
12,362 $886,000
Q4 2023

Feb 08, 2024

BUY
$62.71 - $73.08 $28,094 - $32,739
448 Added 3.85%
12,077 $846,000
Q3 2023

Oct 27, 2023

BUY
$64.72 - $73.09 $55,465 - $62,638
857 Added 7.96%
11,629 $752,000
Q2 2023

Aug 07, 2023

SELL
$68.97 - $75.66 $7,862 - $8,625
-114 Reduced 1.05%
10,772 $756,000
Q1 2023

May 11, 2023

BUY
$62.32 - $72.5 $997 - $1,160
16 Added 0.15%
10,886 $757,000
Q4 2022

Feb 14, 2023

BUY
$63.44 - $72.26 $82,852 - $94,371
1,306 Added 13.66%
10,870 $776,000
Q3 2022

Nov 14, 2022

SELL
$68.0 - $80.16 $62,288 - $73,426
-916 Reduced 8.74%
9,564 $544,000
Q2 2022

Aug 12, 2022

BUY
$65.39 - $76.51 $82,326 - $96,326
1,259 Added 13.65%
10,480 $748,000
Q1 2022

May 11, 2022

SELL
$62.84 - $72.51 $16,778 - $19,360
-267 Reduced 2.81%
9,221 $669,000
Q4 2021

Feb 14, 2022

SELL
$61.1 - $68.58 $27,006 - $30,312
-442 Reduced 4.45%
9,488 $650,000
Q3 2021

Nov 04, 2021

SELL
$61.34 - $67.32 $8,035 - $8,818
-131 Reduced 1.3%
9,930 $616,000
Q2 2021

Aug 03, 2021

SELL
$60.46 - $66.42 $75,333 - $82,759
-1,246 Reduced 11.02%
10,061 $608,000
Q1 2021

May 10, 2021

SELL
$56.72 - $62.32 $6,182 - $6,792
-109 Reduced 0.95%
11,307 $646,000
Q4 2020

Feb 12, 2021

BUY
$54.62 - $64.17 $11,524 - $13,539
211 Added 1.88%
11,416 $701,000
Q3 2020

Nov 04, 2020

SELL
$51.56 - $55.78 $53,313 - $57,676
-1,034 Reduced 8.45%
11,205 $607,000
Q2 2020

Aug 14, 2020

BUY
$50.14 - $60.33 $280,282 - $337,244
5,590 Added 84.07%
12,239 $635,000
Q1 2020

Apr 29, 2020

SELL
$43.23 - $70.85 $216,495 - $354,816
-5,008 Reduced 42.96%
6,649 $360,000
Q4 2019

Feb 13, 2020

SELL
$60.33 - $63.86 $4,947 - $5,236
-82 Reduced 0.7%
11,657 $743,000
Q3 2019

Nov 13, 2019

SELL
$54.84 - $61.98 $1,206 - $1,363
-22 Reduced 0.19%
11,739 $726,000
Q2 2019

Aug 08, 2019

BUY
$51.2 - $56.28 $358 - $393
7 Added 0.06%
11,761 $650,000
Q1 2019

May 16, 2019

BUY
$43.72 - $52.53 $17,050 - $20,486
390 Added 3.43%
11,754 $607,000
Q4 2018

Feb 14, 2019

SELL
$42.79 - $47.56 $14,933 - $16,598
-349 Reduced 2.98%
11,364 $499,000
Q3 2018

Jul 11, 2019

SELL
$42.66 - $49.08 $7,380 - $8,490
-173 Reduced 1.46%
11,713 $511,000
Q3 2018

Nov 14, 2018

SELL
$42.66 - $49.08 $60,747 - $69,889
-1,424 Reduced 10.7%
11,886 $0
Q2 2018

Aug 09, 2018

BUY
$42.73 - $46.6 $128,232 - $139,846
3,001 Added 29.11%
13,310 $624,000
Q1 2018

May 11, 2018

SELL
$42.92 - $47.2 $159,748 - $175,678
-3,722 Reduced 26.53%
10,309 $460,000
Q4 2017

Feb 15, 2018

BUY
$48.05 - $53.25 $674,189 - $747,150
14,031
14,031 $675,000

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 $90.2B
  • 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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