A detailed history of Iht Wealth Management, LLC transactions in Southern CO stock. As of the latest transaction made, Iht Wealth Management, LLC holds 26,199 shares of SO stock, worth $2.38 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
26,199
Previous 25,234 3.82%
Holding current value
$2.38 Million
Previous $1.81 Million 12.27%
% of portfolio
0.08%
Previous 0.07%

Shares

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

Aug 14, 2024

BUY
$67.77 - $80.71 $65,398 - $77,885
965 Added 3.82%
26,199 $2.03 Million
Q1 2024

May 15, 2024

BUY
$66.25 - $72.24 $18,285 - $19,938
276 Added 1.11%
25,234 $1.81 Million
Q4 2023

Feb 14, 2024

SELL
$62.71 - $73.08 $1,881 - $2,192
-30 Reduced 0.12%
24,958 $1.75 Million
Q3 2023

Nov 14, 2023

BUY
$64.72 - $73.09 $48,410 - $54,671
748 Added 3.09%
24,988 $1.62 Million
Q2 2023

Aug 14, 2023

SELL
$68.97 - $75.66 $110,696 - $121,434
-1,605 Reduced 6.21%
24,240 $1.7 Million
Q1 2023

May 15, 2023

BUY
$62.32 - $72.5 $92,981 - $108,170
1,492 Added 6.13%
25,845 $1.8 Million
Q4 2022

Feb 14, 2023

BUY
$63.44 - $72.26 $331,156 - $377,197
5,220 Added 27.28%
24,353 $1.74 Million
Q3 2022

Nov 22, 2022

BUY
$68.0 - $80.16 $331,024 - $390,218
4,868 Added 34.13%
19,133 $1.3 Million
Q2 2022

Aug 15, 2022

BUY
$65.39 - $76.51 $14,778 - $17,291
226 Added 1.61%
14,265 $1.02 Million
Q1 2022

May 16, 2022

BUY
$62.84 - $72.51 $17,343 - $20,012
276 Added 2.01%
14,039 $1.02 Million
Q4 2021

Feb 14, 2022

BUY
$61.1 - $68.58 $161,242 - $180,982
2,639 Added 23.72%
13,763 $944,000
Q3 2021

Nov 15, 2021

SELL
$61.34 - $67.32 $516,482 - $566,834
-8,420 Reduced 43.08%
11,124 $689,000
Q2 2021

Aug 16, 2021

BUY
$60.46 - $66.42 $51,451 - $56,523
851 Added 4.55%
19,544 $1.18 Million
Q1 2021

May 18, 2021

BUY
$56.72 - $62.32 $78,273 - $86,001
1,380 Added 7.97%
18,693 $1.16 Million
Q4 2020

Feb 17, 2021

BUY
$54.62 - $64.17 $69,695 - $81,880
1,276 Added 7.96%
17,313 $1.06 Million
Q3 2020

Nov 19, 2020

BUY
$51.56 - $55.78 $260,274 - $281,577
5,048 Added 45.94%
16,037 $870,000
Q2 2020

Aug 14, 2020

SELL
$50.14 - $60.33 $283,892 - $341,588
-5,662 Reduced 34.0%
10,989 $570,000
Q1 2020

May 13, 2020

BUY
$43.23 - $70.85 $130,251 - $213,471
3,013 Added 22.09%
16,651 $901,000
Q4 2019

Feb 18, 2020

SELL
$60.33 - $63.86 $14,177 - $15,007
-235 Reduced 1.69%
13,638 $869,000
Q3 2019

Nov 15, 2019

BUY
$54.84 - $61.98 $435,923 - $492,679
7,949 Added 134.18%
13,873 $857,000
Q2 2019

Aug 12, 2019

SELL
$51.2 - $56.28 $147,302 - $161,917
-2,877 Reduced 32.69%
5,924 $327,000
Q1 2019

May 16, 2019

SELL
$43.72 - $52.53 $1,311 - $1,575
-30 Reduced 0.34%
8,801 $455,000
Q4 2018

Feb 15, 2019

BUY
$42.79 - $47.56 $684 - $760
16 Added 0.18%
8,831 $388,000
Q3 2018

Nov 14, 2018

BUY
$42.66 - $49.08 $53,069 - $61,055
1,244 Added 16.43%
8,815 $384,000
Q2 2018

Aug 13, 2018

BUY
$42.73 - $46.6 $123,617 - $134,813
2,893 Added 61.84%
7,571 $351,000
Q1 2018

May 15, 2018

SELL
$42.92 - $47.2 $258,335 - $284,096
-6,019 Reduced 56.27%
4,678 $207,000
Q4 2017

Feb 14, 2018

BUY
$48.05 - $53.25 $356,290 - $394,848
7,415 Added 225.93%
10,697 $505,000
Q3 2017

Nov 14, 2017

BUY
$47.92 - $50.64 $157,273 - $166,200
3,282
3,282 $163,000

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 $98.9B
  • 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
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