A detailed history of Integrated Wealth Concepts LLC transactions in Southern CO stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 63,708 shares of SO stock, worth $5.58 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
63,708
Previous 65,837 3.23%
Holding current value
$5.58 Million
Previous $5.11 Million 12.5%
% of portfolio
0.07%
Previous 0.07%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$77.0 - $90.52 $163,933 - $192,717
-2,129 Reduced 3.23%
63,708 $5.74 Million
Q2 2024

Aug 14, 2024

BUY
$67.77 - $80.71 $55,435 - $66,020
818 Added 1.26%
65,837 $5.11 Million
Q1 2024

May 15, 2024

BUY
$66.25 - $72.24 $107,391 - $117,101
1,621 Added 2.56%
65,019 $4.66 Million
Q4 2023

Feb 13, 2024

BUY
$62.71 - $73.08 $336,878 - $392,585
5,372 Added 9.26%
63,398 $4.45 Million
Q3 2023

Nov 15, 2023

BUY
$64.72 - $73.09 $207,621 - $234,472
3,208 Added 5.85%
58,026 $3.76 Million
Q2 2023

Aug 15, 2023

BUY
$68.97 - $75.66 $418,923 - $459,558
6,074 Added 12.46%
54,818 $3.85 Million
Q1 2023

May 03, 2023

BUY
$62.32 - $72.5 $1.88 Million - $2.19 Million
30,240 Added 163.42%
48,744 $3.39 Million
Q4 2022

Feb 13, 2023

SELL
$63.44 - $72.26 $22,077 - $25,146
-348 Reduced 1.85%
18,504 $1.32 Million
Q3 2022

Nov 14, 2022

BUY
$68.0 - $80.16 $353,192 - $416,351
5,194 Added 38.03%
18,852 $1.28 Million
Q2 2022

Aug 08, 2022

SELL
$65.39 - $76.51 $103,185 - $120,732
-1,578 Reduced 10.36%
13,658 $974,000
Q1 2022

May 12, 2022

SELL
$62.84 - $72.51 $56,430 - $65,113
-898 Reduced 5.57%
15,236 $1.11 Million
Q4 2021

Feb 15, 2022

BUY
$61.1 - $68.58 $16,008 - $17,967
262 Added 1.65%
16,134 $1.11 Million
Q3 2021

Nov 15, 2021

BUY
$61.34 - $67.32 $69,498 - $76,273
1,133 Added 7.69%
15,872 $984,000
Q2 2021

Aug 13, 2021

BUY
$60.46 - $66.42 $25,211 - $27,697
417 Added 2.91%
14,739 $892,000
Q1 2021

May 13, 2021

BUY
$56.72 - $62.32 $316,781 - $348,057
5,585 Added 63.92%
14,322 $890,000
Q4 2020

Feb 12, 2021

SELL
$54.62 - $64.17 $89,249 - $104,853
-1,634 Reduced 15.76%
8,737 $537,000
Q3 2020

Nov 13, 2020

BUY
$51.56 - $55.78 $115,030 - $124,445
2,231 Added 27.41%
10,371 $562,000
Q2 2020

Jul 30, 2020

BUY
$50.14 - $60.33 $34,145 - $41,084
681 Added 9.13%
8,140 $422,000
Q1 2020

May 18, 2020

BUY
$43.23 - $70.85 $10,331 - $16,933
239 Added 3.31%
7,459 $404,000
Q4 2019

Feb 20, 2020

SELL
$60.33 - $63.86 $10,014 - $10,600
-166 Reduced 2.25%
7,220 $460,000
Q3 2019

Nov 15, 2019

SELL
$54.84 - $61.98 $54,894 - $62,041
-1,001 Reduced 11.94%
7,386 $456,000
Q2 2019

Aug 15, 2019

BUY
$51.2 - $56.28 $27,852 - $30,616
544 Added 6.94%
8,387 $464,000
Q1 2019

May 15, 2019

BUY
$43.72 - $52.53 $342,895 - $411,992
7,843 New
7,843 $405,000
Q4 2018

Feb 14, 2019

SELL
$42.79 - $47.56 $202,139 - $224,673
-4,724 Closed
0 $0
Q3 2018

Nov 13, 2018

SELL
$42.66 - $49.08 $64,331 - $74,012
-1,508 Reduced 24.2%
4,724 $204,000
Q2 2018

Jul 27, 2018

SELL
$42.73 - $46.6 $2,264 - $2,469
-53 Reduced 0.84%
6,232 $292,000
Q1 2018

May 15, 2018

SELL
$42.92 - $47.2 $37,211 - $40,922
-867 Reduced 12.12%
6,285 $278,000
Q4 2017

May 15, 2018

BUY
$48.05 - $53.25 $343,653 - $380,844
7,152
7,152 $338,000

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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