A detailed history of Lebenthal Global Advisors, LLC transactions in Southern CO stock. As of the latest transaction made, Lebenthal Global Advisors, LLC holds 6,592 shares of SO stock, worth $595,257. This represents 0.11% of its overall portfolio holdings.

Number of Shares
6,592
Previous 5,468 20.56%
Holding current value
$595,257
Previous $392,000 30.36%
% of portfolio
0.11%
Previous 0.09%

Shares

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

Jul 24, 2024

BUY
$67.77 - $80.71 $76,173 - $90,718
1,124 Added 20.56%
6,592 $511,000
Q1 2024

May 09, 2024

BUY
$66.25 - $72.24 $13,846 - $15,098
209 Added 3.97%
5,468 $392,000
Q4 2023

Feb 07, 2024

SELL
$62.71 - $73.08 $2,006 - $2,338
-32 Reduced 0.6%
5,259 $368,000
Q2 2023

Aug 08, 2023

BUY
$68.97 - $75.66 $2,758 - $3,026
40 Added 0.76%
5,291 $371,000
Q1 2023

May 05, 2023

SELL
$62.32 - $72.5 $9,348 - $10,875
-150 Reduced 2.78%
5,251 $365,000
Q4 2022

Feb 06, 2023

BUY
$63.44 - $72.26 $6,344 - $7,226
100 Added 1.89%
5,401 $385,000
Q2 2022

Aug 05, 2022

BUY
$65.39 - $76.51 $19,617 - $22,953
300 Added 6.0%
5,301 $378,000
Q1 2022

May 10, 2022

BUY
$62.84 - $72.51 $3,142 - $3,625
50 Added 1.01%
5,001 $362,000
Q4 2021

Apr 15, 2022

SELL
$61.1 - $68.58 $7,943 - $8,915
-130 Reduced 2.56%
4,951 $339,000
Q1 2021

May 07, 2021

SELL
$56.72 - $62.32 $44,695 - $49,108
-788 Reduced 13.43%
5,081 $315,000
Q4 2020

Feb 12, 2021

BUY
$54.62 - $64.17 $320,564 - $376,613
5,869 New
5,869 $360,000

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 $98.3B
  • 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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