A detailed history of High Mark Wealth Management LLC transactions in Southern CO stock. As of the latest transaction made, High Mark Wealth Management LLC holds 717 shares of SO stock, worth $62,809. This represents 0.04% of its overall portfolio holdings.

Number of Shares
717
Previous 717 -0.0%
Holding current value
$62,809
Previous $55,000 16.36%
% of portfolio
0.04%
Previous 0.03%

Shares

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

Jul 29, 2024

BUY
$67.77 - $80.71 $67 - $80
1 Added 0.14%
717 $55,000
Q1 2024

Apr 26, 2024

BUY
$66.25 - $72.24 $66 - $72
1 Added 0.14%
716 $51,000
Q4 2023

Jan 22, 2024

BUY
$62.71 - $73.08 $5,894 - $6,869
94 Added 15.14%
715 $50,000
Q3 2023

Oct 18, 2023

SELL
$64.72 - $73.09 $6,472 - $7,309
-100 Reduced 13.87%
621 $40,000
Q1 2023

Apr 20, 2023

BUY
$62.32 - $72.5 $186 - $217
3 Added 0.42%
721 $50,000
Q1 2020

Apr 30, 2020

BUY
$43.23 - $70.85 $43 - $70
1 Added 0.14%
718 $38,000
Q4 2019

Mar 19, 2020

BUY
$60.33 - $63.86 $43,256 - $45,787
717 New
717 $45,000

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 $95.4B
  • 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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