A detailed history of Forvis Wealth Advisors, LLC transactions in Southern CO stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 22,004 shares of SO stock, worth $1.97 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
22,004
Holding current value
$1.97 Million
% of portfolio
0.05%

Shares

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

Nov 14, 2024

BUY
$77.0 - $90.52 $1.69 Million - $1.99 Million
22,004 New
22,004 $1.98 Million
Q1 2023

Apr 26, 2023

BUY
$62.32 - $72.5 $251,897 - $293,045
4,042 New
4,042 $281,000
Q3 2022

Oct 13, 2022

SELL
$68.0 - $80.16 $218,688 - $257,794
-3,216 Reduced 16.98%
15,724 $1.07 Million
Q2 2022

Jul 22, 2022

BUY
$65.39 - $76.51 $964,044 - $1.13 Million
14,743 Added 351.27%
18,940 $1.35 Million
Q1 2022

May 10, 2022

BUY
$62.84 - $72.51 $21,554 - $24,870
343 Added 8.9%
4,197 $304,000
Q4 2021

Jan 14, 2022

BUY
$61.1 - $68.58 $235,479 - $264,307
3,854 New
3,854 $264,000

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 $97.3B
  • 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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