A detailed history of Lakeshore Financial Planning, Inc. transactions in Southern CO stock. As of the latest transaction made, Lakeshore Financial Planning, Inc. holds 8,013 shares of SO stock, worth $706,265. This represents 0.32% of its overall portfolio holdings.

Number of Shares
8,013
Previous 7,465 7.34%
Holding current value
$706,265
Previous $579 Million 24.8%
% of portfolio
0.32%
Previous 0.28%

Shares

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

Oct 31, 2024

BUY
$77.0 - $90.52 $42,196 - $49,604
548 Added 7.34%
8,013 $723 Million
Q2 2024

Jul 25, 2024

BUY
$67.77 - $80.71 $3,659 - $4,358
54 Added 0.73%
7,465 $579 Million
Q1 2024

May 10, 2024

SELL
$66.25 - $72.24 $4,836 - $5,273
-73 Reduced 0.98%
7,411 $532 Million
Q3 2023

Nov 14, 2023

BUY
$64.72 - $73.09 $484,364 - $547,005
7,484 New
7,484 $484 Million

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 $96B
  • 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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