A detailed history of Legacy Advisors, LLC transactions in Southern CO stock. As of the latest transaction made, Legacy Advisors, LLC holds 8,117 shares of SO stock, worth $674,035. This represents 0.08% of its overall portfolio holdings.

Number of Shares
8,117
Previous 6,190 31.13%
Holding current value
$674,035
Previous $480,000 52.29%
% of portfolio
0.08%
Previous 0.06%

Shares

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

Nov 13, 2024

BUY
$77.0 - $90.52 $148,379 - $174,432
1,927 Added 31.13%
8,117 $731,000
Q2 2024

Jul 30, 2024

BUY
$67.77 - $80.71 $419,496 - $499,594
6,190 New
6,190 $480,000
Q4 2017

Jan 26, 2018

SELL
$48.05 - $53.25 $2,883 - $3,195
-60 Closed
0 $0
Q3 2017

Nov 03, 2017

BUY
$47.92 - $50.64 $2,875 - $3,038
60
60 $2,000

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 Legacy Advisors, LLC Portfolio

Follow Legacy Advisors, 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 Legacy Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Advisors, LLC with notifications on news.