A detailed history of Keebeck Wealth Management, LLC transactions in Southern CO stock. As of the latest transaction made, Keebeck Wealth Management, LLC holds 3,445 shares of SO stock, worth $286,072. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,445
Previous 3,434 0.32%
Holding current value
$286,072
Previous $266,000 16.54%
% of portfolio
0.05%
Previous 0.04%

Shares

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

Nov 14, 2024

BUY
$77.0 - $90.52 $847 - $995
11 Added 0.32%
3,445 $310,000
Q2 2024

Aug 14, 2024

BUY
$67.77 - $80.71 $16,468 - $19,612
243 Added 7.62%
3,434 $266,000
Q1 2024

May 14, 2024

SELL
$66.25 - $72.24 $795 - $866
-12 Reduced 0.37%
3,191 $228,000
Q4 2023

Feb 14, 2024

SELL
$62.71 - $73.08 $64,026 - $74,614
-1,021 Reduced 24.17%
3,203 $224,000
Q2 2023

Aug 14, 2023

SELL
$68.97 - $75.66 $48,279 - $52,962
-700 Reduced 14.22%
4,224 $296,000
Q1 2023

May 15, 2023

SELL
$62.32 - $72.5 $82,200 - $95,627
-1,319 Reduced 21.13%
4,924 $342,000
Q4 2022

Feb 14, 2023

BUY
$63.44 - $72.26 $3,996 - $4,552
63 Added 1.02%
6,243 $445,000
Q3 2022

Nov 14, 2022

BUY
$68.0 - $80.16 $102,000 - $120,240
1,500 Added 32.05%
6,180 $420,000
Q1 2022

May 16, 2022

BUY
$62.84 - $72.51 $76,979 - $88,824
1,225 Added 35.46%
4,680 $339,000
Q3 2021

Nov 16, 2021

SELL
$61.34 - $67.32 $53,917 - $59,174
-879 Reduced 20.28%
3,455 $214,000
Q4 2020

Feb 16, 2021

BUY
$54.62 - $64.17 $236,723 - $278,112
4,334 New
4,334 $266,000
Q3 2020

Nov 02, 2020

SELL
$51.56 - $55.78 $29,234 - $31,627
-567 Closed
0 $0
Q2 2020

Aug 06, 2020

BUY
$50.14 - $60.33 $28,429 - $34,207
567 New
567 $29,000
Q1 2020

May 14, 2020

SELL
$43.23 - $70.85 $24,511 - $40,171
-567 Closed
0 $0
Q4 2019

Feb 14, 2020

BUY
$60.33 - $63.86 $34,207 - $36,208
567 New
567 $36,000

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 $90.4B
  • 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
Track This Portfolio

Track Keebeck Wealth Management, LLC Portfolio

Follow Keebeck Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Keebeck Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Keebeck Wealth Management, LLC with notifications on news.