A detailed history of Global Wealth Management Investment Advisory, Inc. transactions in Southern CO stock. As of the latest transaction made, Global Wealth Management Investment Advisory, Inc. holds 63,265 shares of SO stock, worth $5.62 Million. This represents 1.14% of its overall portfolio holdings.

Number of Shares
63,265
Previous 61,207 3.36%
Holding current value
$5.62 Million
Previous $4.39 Million 11.78%
% of portfolio
1.14%
Previous 1.08%

Shares

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

Aug 05, 2024

BUY
$67.77 - $80.71 $139,470 - $166,101
2,058 Added 3.36%
63,265 $4.91 Million
Q1 2024

May 10, 2024

BUY
$66.25 - $72.24 $338,007 - $368,568
5,102 Added 9.09%
61,207 $4.39 Million
Q4 2023

Feb 05, 2024

SELL
$62.71 - $73.08 $40,385 - $47,063
-644 Reduced 1.13%
56,105 $3.93 Million
Q3 2023

Nov 06, 2023

BUY
$64.72 - $73.09 $21,810 - $24,631
337 Added 0.6%
56,749 $3.67 Million
Q2 2023

Aug 10, 2023

BUY
$68.97 - $75.66 $16,414 - $18,007
238 Added 0.42%
56,412 $3.96 Million
Q1 2023

May 08, 2023

BUY
$62.32 - $72.5 $150,752 - $175,377
2,419 Added 4.5%
56,174 $3.91 Million
Q4 2022

Feb 07, 2023

BUY
$63.44 - $72.26 $1.4 Million - $1.59 Million
22,026 Added 69.42%
53,755 $3.84 Million
Q3 2022

Nov 09, 2022

BUY
$68.0 - $80.16 $239,428 - $282,243
3,521 Added 12.48%
31,729 $2.16 Million
Q3 2022

Oct 19, 2022

SELL
$68.0 - $80.16 $204,476 - $241,041
-3,007 Reduced 9.63%
28,208 $1.92 Million
Q2 2022

Aug 15, 2022

SELL
$65.39 - $76.51 $1 Million - $1.17 Million
-15,338 Reduced 32.95%
31,215 $2.23 Million
Q1 2022

May 17, 2022

BUY
$62.84 - $72.51 $171,490 - $197,879
2,729 Added 6.23%
46,553 $3.38 Million
Q4 2021

Feb 15, 2022

BUY
$61.1 - $68.58 $112,057 - $125,775
1,834 Added 4.37%
43,824 $3.01 Million
Q3 2021

Nov 16, 2021

BUY
$61.34 - $67.32 $110,780 - $121,579
1,806 Added 4.49%
41,990 $2.6 Million
Q2 2021

Aug 11, 2021

BUY
$60.46 - $66.42 $79,263 - $87,076
1,311 Added 3.37%
40,184 $2.43 Million
Q1 2021

May 17, 2021

BUY
$56.72 - $62.32 $109,015 - $119,779
1,922 Added 5.2%
38,873 $2.42 Million
Q4 2020

Feb 16, 2021

BUY
$54.62 - $64.17 $8,302 - $9,753
152 Added 0.41%
36,951 $2.27 Million
Q3 2020

Nov 16, 2020

BUY
$51.56 - $55.78 $224,131 - $242,475
4,347 Added 13.4%
36,799 $2 Million
Q2 2020

Aug 12, 2020

SELL
$50.14 - $60.33 $32,490 - $39,093
-648 Reduced 1.96%
32,452 $1.68 Million
Q1 2020

May 14, 2020

BUY
$43.23 - $70.85 $15,216 - $24,939
352 Added 1.07%
33,100 $1.79 Million
Q4 2019

Feb 14, 2020

SELL
$60.33 - $63.86 $33,603 - $35,570
-557 Reduced 1.67%
32,748 $2.09 Million
Q3 2019

Nov 14, 2019

BUY
$54.84 - $61.98 $59,227 - $66,938
1,080 Added 3.35%
33,305 $2.06 Million
Q2 2019

Aug 20, 2019

SELL
$51.2 - $56.28 $30,924 - $33,993
-604 Reduced 1.84%
32,225 $1.78 Million
Q1 2019

May 10, 2019

SELL
$43.72 - $52.53 $105,059 - $126,229
-2,403 Reduced 6.82%
32,829 $1.7 Million
Q4 2018

Feb 14, 2019

BUY
$42.79 - $47.56 $1.51 Million - $1.68 Million
35,232 New
35,232 $1.55 Million

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 $96.7B
  • 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 Global Wealth Management Investment Advisory, Inc. Portfolio

Follow Global Wealth Management Investment Advisory, Inc. 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 Global Wealth Management Investment Advisory, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Global Wealth Management Investment Advisory, Inc. with notifications on news.