A detailed history of Golden State Equity Partners transactions in Southern CO stock. As of the latest transaction made, Golden State Equity Partners holds 12,217 shares of SO stock, worth $994,463. This represents 0.21% of its overall portfolio holdings.

Number of Shares
12,217
Previous 13,052 6.4%
Holding current value
$994,463
Previous $844,000 1.42%
% of portfolio
0.21%
Previous 0.24%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 02, 2024

SELL
$62.71 - $73.08 $52,362 - $61,021
-835 Reduced 6.4%
12,217 $856,000
Q3 2023

Oct 20, 2023

BUY
$64.72 - $73.09 $17,344 - $19,588
268 Added 2.1%
13,052 $844,000
Q2 2023

Jul 19, 2023

BUY
$68.97 - $75.66 $571,209 - $626,616
8,282 Added 183.96%
12,784 $898,000
Q1 2023

Jun 01, 2023

SELL
$62.32 - $72.5 $3,116 - $3,625
-50 Reduced 1.1%
4,502 $313 Million
Q1 2022

May 18, 2022

BUY
$62.84 - $72.51 $286,047 - $330,065
4,552 New
4,552 $330,000
Q1 2022

May 16, 2022

SELL
$62.84 - $72.51 $290,886 - $335,648
-4,629 Closed
0 $0
Q4 2021

Feb 11, 2022

SELL
$61.1 - $68.58 $56,334 - $63,230
-922 Reduced 16.61%
4,629 $317,000
Q3 2021

Nov 15, 2021

BUY
$61.34 - $67.32 $340,498 - $373,693
5,551 New
5,551 $344,000

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 $88.6B
  • 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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