A detailed history of Jeppson Wealth Management, LLC transactions in Southern CO stock. As of the latest transaction made, Jeppson Wealth Management, LLC holds 17,292 shares of SO stock, worth $1.43 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares
17,292
Previous 17,297 0.03%
Holding current value
$1.43 Million
Previous $1.34 Million 16.26%
% of portfolio
0.56%
Previous 0.51%

Shares

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

Nov 04, 2024

SELL
$77.0 - $90.52 $385 - $452
-5 Reduced 0.03%
17,292 $1.56 Million
Q2 2024

Aug 05, 2024

BUY
$67.77 - $80.71 $23,041 - $27,441
340 Added 2.01%
17,297 $1.34 Million
Q1 2024

Apr 17, 2024

SELL
$66.25 - $72.24 $530 - $577
-8 Reduced 0.05%
16,957 $1.22 Million
Q4 2023

Jan 11, 2024

BUY
$62.71 - $73.08 $338,257 - $394,193
5,394 Added 46.62%
16,965 $1.19 Million
Q3 2023

Oct 25, 2023

BUY
$64.72 - $73.09 $69,250 - $78,206
1,070 Added 10.19%
11,571 $748,000
Q2 2023

Jul 31, 2023

SELL
$68.97 - $75.66 $10,345 - $11,349
-150 Reduced 1.41%
10,501 $737,000
Q1 2023

Apr 27, 2023

BUY
$62.32 - $72.5 $8,724 - $10,150
140 Added 1.33%
10,651 $741,000
Q4 2022

Jan 27, 2023

BUY
$63.44 - $72.26 $372,836 - $424,672
5,877 Added 126.82%
10,511 $0
Q3 2022

Oct 20, 2022

BUY
$68.0 - $80.16 $13,600 - $16,032
200 Added 4.51%
4,634 $315,000
Q2 2022

Aug 03, 2022

BUY
$65.39 - $76.51 $107,893 - $126,241
1,650 Added 59.27%
4,434 $316,000
Q1 2022

Apr 27, 2022

BUY
$62.84 - $72.51 $174,946 - $201,867
2,784 New
2,784 $201,000
Q4 2020

Mar 05, 2021

SELL
$54.62 - $64.17 $150,205 - $176,467
-2,750 Closed
0 $0
Q3 2020

Nov 19, 2020

BUY
$51.56 - $55.78 $141,790 - $153,395
2,750 New
2,750 $149,000

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 $90.2B
  • 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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