A detailed history of Hb Wealth Management, LLC transactions in Southern CO stock. As of the latest transaction made, Hb Wealth Management, LLC holds 166,536 shares of SO stock, worth $15 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
166,536
Previous 156,635 6.32%
Holding current value
$15 Million
Previous $11.2 Million 14.97%
% of portfolio
0.15%
Previous 0.14%

Shares

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

Jul 26, 2024

BUY
$67.77 - $80.71 $670,990 - $799,109
9,901 Added 6.32%
166,536 $12.9 Million
Q1 2024

Apr 30, 2024

BUY
$66.25 - $72.24 $29,481 - $32,146
445 Added 0.28%
156,635 $11.2 Million
Q4 2023

Jan 16, 2024

SELL
$62.71 - $73.08 $454,020 - $529,099
-7,240 Reduced 4.43%
156,190 $11 Million
Q3 2023

Oct 13, 2023

SELL
$64.72 - $73.09 $1.09 Million - $1.23 Million
-16,812 Reduced 9.33%
163,430 $10.6 Million
Q2 2023

Jul 13, 2023

BUY
$68.97 - $75.66 $698,666 - $766,435
10,130 Added 5.95%
180,242 $12.7 Million
Q1 2023

Apr 13, 2023

BUY
$62.32 - $72.5 $236,005 - $274,557
3,787 Added 2.28%
170,112 $11.8 Million
Q4 2022

Jan 20, 2023

BUY
$63.44 - $72.26 $551,420 - $628,083
8,692 Added 5.51%
166,325 $0
Q3 2022

Oct 19, 2022

SELL
$68.0 - $80.16 $61,132 - $72,063
-899 Reduced 0.57%
157,633 $10.7 Million
Q2 2022

Jul 15, 2022

BUY
$65.39 - $76.51 $1.85 Million - $2.17 Million
28,368 Added 21.79%
158,532 $11.3 Million
Q1 2022

May 16, 2022

BUY
$62.84 - $72.51 $1.97 Million - $2.27 Million
31,320 Added 31.69%
130,164 $9.44 Million
Q4 2021

Feb 15, 2022

BUY
$61.1 - $68.58 $6.04 Million - $6.78 Million
98,844 New
98,844 $6.78 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 $98.2B
  • 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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