A detailed history of Jackson, Grant Investment Advisers, Inc. transactions in Southern CO stock. As of the latest transaction made, Jackson, Grant Investment Advisers, Inc. holds 1,987 shares of SO stock, worth $180,220. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,987
Previous 1,970 0.86%
Holding current value
$180,220
Previous $141,000 9.22%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Jul 16, 2024

BUY
$67.77 - $80.71 $1,152 - $1,372
17 Added 0.86%
1,987 $154,000
Q1 2024

May 08, 2024

BUY
$66.25 - $72.24 $1,258 - $1,372
19 Added 0.97%
1,970 $141,000
Q4 2023

Feb 01, 2024

BUY
$62.71 - $73.08 $1,066 - $1,242
17 Added 0.88%
1,951 $136,000
Q3 2023

Oct 13, 2023

BUY
$64.72 - $73.09 $1,164 - $1,315
18 Added 0.94%
1,934 $125,000
Q2 2023

Aug 01, 2023

BUY
$68.97 - $75.66 $1,241 - $1,361
18 Added 0.95%
1,916 $134,000
Q1 2023

May 02, 2023

BUY
$62.32 - $72.5 $5,421 - $6,307
87 Added 4.8%
1,898 $132,000
Q4 2022

Jan 26, 2023

BUY
$63.44 - $72.26 $1,141 - $1,300
18 Added 1.0%
1,811 $0
Q3 2022

Nov 14, 2022

BUY
$68.0 - $80.16 $1,020 - $1,202
15 Added 0.84%
1,793 $122,000
Q2 2022

Aug 04, 2022

BUY
$65.39 - $76.51 $980 - $1,147
15 Added 0.85%
1,778 $127,000
Q1 2022

Apr 28, 2022

BUY
$62.84 - $72.51 $110,786 - $127,835
1,763 New
1,763 $128,000
Q4 2021

Jan 24, 2022

SELL
$61.1 - $68.58 $105,580 - $118,506
-1,728 Closed
0 $0
Q3 2021

Oct 13, 2021

BUY
$61.34 - $67.32 $981 - $1,077
16 Added 0.93%
1,728 $107,000
Q2 2021

Jul 15, 2021

BUY
$60.46 - $66.42 $1,027 - $1,129
17 Added 1.0%
1,712 $104,000
Q1 2021

Apr 22, 2021

BUY
$56.72 - $62.32 $1,020 - $1,121
18 Added 1.07%
1,695 $105,000
Q4 2020

Mar 03, 2021

BUY
$54.62 - $64.17 $873 - $1,026
16 Added 0.96%
1,677 $103,000
Q3 2020

Nov 12, 2020

BUY
$51.56 - $55.78 $979 - $1,059
19 Added 1.16%
1,661 $90,000
Q2 2020

Aug 14, 2020

BUY
$50.14 - $60.33 $852 - $1,025
17 Added 1.05%
1,642 $85,000
Q1 2020

May 12, 2020

BUY
$43.23 - $70.85 $648 - $1,062
15 Added 0.93%
1,625 $88,000
Q4 2019

Feb 05, 2020

BUY
$60.33 - $63.86 $904 - $957
15 Added 0.94%
1,610 $103,000
Q3 2019

Nov 20, 2019

BUY
$54.84 - $61.98 $877 - $991
16 Added 1.01%
1,595 $99,000
Q2 2019

Aug 13, 2019

BUY
$51.2 - $56.28 $870 - $956
17 Added 1.09%
1,579 $87,000
Q1 2019

May 07, 2019

BUY
$43.72 - $52.53 $743 - $893
17 Added 1.1%
1,562 $81,000
Q4 2018

Jan 23, 2019

BUY
$42.79 - $47.56 $3,765 - $4,185
88 Added 6.04%
1,545 $68,000
Q3 2018

Nov 15, 2018

BUY
$42.66 - $49.08 $810 - $932
19 Added 1.32%
1,457 $64,000
Q2 2018

Aug 02, 2018

BUY
$42.73 - $46.6 $811 - $885
19 Added 1.34%
1,438 $67,000
Q1 2018

May 14, 2018

SELL
$42.92 - $47.2 $42,576 - $46,822
-992 Reduced 41.14%
1,419 $63,000
Q4 2017

Feb 01, 2018

BUY
$48.05 - $53.25 $1,297 - $1,437
27 Added 1.13%
2,411 $116,000
Q3 2017

Nov 14, 2017

SELL
$47.92 - $50.64 $44,709 - $47,247
-933 Reduced 28.13%
2,384 $117,000
Q2 2017

Aug 10, 2017

BUY
N/A
3,317
3,317 $159,000

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 $98.7B
  • 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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