A detailed history of Legacy Financial Advisors, Inc. transactions in Southern CO stock. As of the latest transaction made, Legacy Financial Advisors, Inc. holds 5,032 shares of SO stock, worth $440,803. This represents 0.09% of its overall portfolio holdings.

Number of Shares
5,032
Previous 5,155 2.39%
Holding current value
$440,803
Previous $399,000 13.53%
% of portfolio
0.09%
Previous 0.08%

Shares

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

Nov 13, 2024

SELL
$77.0 - $90.52 $9,471 - $11,133
-123 Reduced 2.39%
5,032 $453,000
Q2 2024

Aug 13, 2024

BUY
$67.77 - $80.71 $9,352 - $11,137
138 Added 2.75%
5,155 $399,000
Q1 2024

May 14, 2024

BUY
$66.25 - $72.24 $9,407 - $10,258
142 Added 2.91%
5,017 $359,000
Q4 2023

Feb 06, 2024

BUY
$62.71 - $73.08 $23,265 - $27,112
371 Added 8.24%
4,875 $341,000
Q3 2023

Nov 13, 2023

BUY
$64.72 - $73.09 $14,367 - $16,225
222 Added 5.18%
4,504 $291,000
Q2 2023

Aug 08, 2023

SELL
$68.97 - $75.66 $21,380 - $23,454
-310 Reduced 6.75%
4,282 $300,000
Q1 2023

May 03, 2023

SELL
$62.32 - $72.5 $7,353 - $8,555
-118 Reduced 2.51%
4,592 $319,000
Q4 2022

Feb 06, 2023

BUY
$63.44 - $72.26 $298,802 - $340,344
4,710 New
4,710 $336,000
Q2 2019

Aug 07, 2019

SELL
$51.2 - $56.28 $25,958 - $28,533
-507 Closed
0 $0
Q1 2019

May 14, 2019

BUY
$43.72 - $52.53 $8,219 - $9,875
188 Added 58.93%
507 $26,000
Q4 2018

Jan 16, 2019

BUY
$42.79 - $47.56 $9,456 - $10,510
221 Added 225.51%
319 $14,000
Q1 2018

Apr 12, 2018

SELL
$42.92 - $47.2 $2,360 - $2,596
-55 Reduced 35.95%
98 $4,000
Q4 2017

Feb 09, 2018

BUY
$48.05 - $53.25 $7,351 - $8,147
153
153 $7,000

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 $95.4B
  • 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
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