A detailed history of Gladstone Institutional Advisory LLC transactions in Southern CO stock. As of the latest transaction made, Gladstone Institutional Advisory LLC holds 27,479 shares of SO stock, worth $2.29 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
27,479
Previous 38,413 28.46%
Holding current value
$2.29 Million
Previous $2.98 Million 16.85%
% of portfolio
0.12%
Previous 0.16%

Shares

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

Oct 28, 2024

SELL
$77.0 - $90.52 $841,918 - $989,745
-10,934 Reduced 28.46%
27,479 $2.48 Million
Q2 2024

Aug 02, 2024

BUY
$67.77 - $80.71 $199,785 - $237,933
2,948 Added 8.31%
38,413 $2.98 Million
Q1 2024

May 14, 2024

BUY
$66.25 - $72.24 $1.75 Million - $1.91 Million
26,442 Added 293.05%
35,465 $2.54 Million
Q4 2023

Feb 09, 2024

BUY
$62.71 - $73.08 $30,351 - $35,370
484 Added 5.67%
9,023 $632,000
Q3 2023

Nov 13, 2023

SELL
$64.72 - $73.09 $74,686 - $84,345
-1,154 Reduced 11.91%
8,539 $552,000
Q2 2023

Aug 10, 2023

SELL
$68.97 - $75.66 $426,786 - $468,184
-6,188 Reduced 38.96%
9,693 $680,000
Q1 2023

May 12, 2023

SELL
$62.32 - $72.5 $1.2 Million - $1.4 Million
-19,303 Reduced 54.86%
15,881 $1.1 Million
Q4 2022

Feb 01, 2023

BUY
$63.44 - $72.26 $817,234 - $930,853
12,882 Added 57.76%
35,184 $2.51 Million
Q3 2022

Jan 27, 2023

BUY
$68.0 - $80.16 $945,404 - $1.11 Million
13,903 Added 165.53%
22,302 $1.52 Million
Q3 2022

Oct 20, 2022

BUY
$68.0 - $80.16 $945,404 - $1.11 Million
13,903 Added 165.53%
22,302 $1.52 Million
Q2 2022

Jan 27, 2023

SELL
$65.39 - $76.51 $217,944 - $255,007
-3,333 Reduced 28.41%
8,399 $599,000
Q2 2022

Aug 15, 2022

SELL
$65.39 - $76.51 $217,944 - $255,007
-3,333 Reduced 28.41%
8,399 $599,000
Q1 2022

Jan 27, 2023

BUY
$62.84 - $72.51 $42,542 - $49,089
677 Added 6.12%
11,732 $851,000
Q1 2022

May 04, 2022

BUY
$62.84 - $72.51 $42,542 - $49,089
677 Added 6.12%
11,732 $851,000
Q4 2021

Jan 27, 2023

BUY
$61.1 - $68.58 $139,735 - $156,842
2,287 Added 26.08%
11,055 $758,000
Q4 2021

Feb 11, 2022

BUY
$61.1 - $68.58 $139,735 - $156,842
2,287 Added 26.08%
11,055 $758,000
Q3 2021

Jan 27, 2023

BUY
$61.34 - $67.32 $219,597 - $241,005
3,580 Added 69.01%
8,768 $543,000
Q3 2021

Nov 15, 2021

BUY
$61.34 - $67.32 $219,597 - $241,005
3,580 Added 69.01%
8,768 $543,000
Q2 2021

Jan 27, 2023

BUY
$60.46 - $66.42 $115,236 - $126,596
1,906 Added 58.07%
5,188 $314,000
Q2 2021

Aug 13, 2021

BUY
$60.46 - $66.42 $115,236 - $126,596
1,906 Added 58.07%
5,188 $314,000
Q1 2021

Jan 27, 2023

SELL
$56.72 - $62.32 $1.08 Million - $1.19 Million
-19,020 Reduced 85.28%
3,282 $204,000
Q1 2021

May 17, 2021

BUY
$56.72 - $62.32 $186,155 - $204,534
3,282 New
3,282 $204,000

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 $90.9B
  • 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 Gladstone Institutional Advisory LLC Portfolio

Follow Gladstone Institutional Advisory 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 Gladstone Institutional Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gladstone Institutional Advisory LLC with notifications on news.