A detailed history of Legacy Wealth Asset Management, LLC transactions in Southern CO stock. As of the latest transaction made, Legacy Wealth Asset Management, LLC holds 10,162 shares of SO stock, worth $894,662. This represents 0.27% of its overall portfolio holdings.

Number of Shares
10,162
Previous 10,188 0.26%
Holding current value
$894,662
Previous $790,000 15.95%
% of portfolio
0.27%
Previous 0.24%

Shares

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

Oct 23, 2024

SELL
$77.0 - $90.52 $2,002 - $2,353
-26 Reduced 0.26%
10,162 $916,000
Q2 2024

Aug 14, 2024

SELL
$67.77 - $80.71 $74,208 - $88,377
-1,095 Reduced 9.7%
10,188 $790,000
Q1 2024

Apr 19, 2024

BUY
$66.25 - $72.24 $8,215 - $8,957
124 Added 1.11%
11,283 $809,000
Q4 2023

Jan 10, 2024

BUY
$62.71 - $73.08 $313 - $365
5 Added 0.04%
11,159 $782,000
Q3 2023

Oct 31, 2023

SELL
$64.72 - $73.09 $129 - $146
-2 Reduced 0.02%
11,154 $721,000
Q2 2023

Aug 04, 2023

SELL
$68.97 - $75.66 $30,415 - $33,366
-441 Reduced 3.8%
11,156 $783,000
Q1 2023

Apr 21, 2023

BUY
$62.32 - $72.5 $810 - $942
13 Added 0.11%
11,597 $806,000
Q4 2022

Feb 02, 2023

BUY
$63.44 - $72.26 $12,370 - $14,090
195 Added 1.71%
11,584 $827,000
Q3 2022

Oct 14, 2022

SELL
$68.0 - $80.16 $194,208 - $228,936
-2,856 Reduced 20.05%
11,389 $774,000
Q2 2022

Jul 19, 2022

SELL
$65.39 - $76.51 $326 - $382
-5 Reduced 0.04%
14,245 $1.02 Million
Q1 2022

May 12, 2022

BUY
$62.84 - $72.51 $21,428 - $24,725
341 Added 2.45%
14,250 $1.03 Million
Q4 2021

Feb 10, 2022

BUY
$61.1 - $68.58 $74,908 - $84,079
1,226 Added 9.67%
13,909 $954,000
Q3 2021

Oct 19, 2021

BUY
$61.34 - $67.32 $8,219 - $9,020
134 Added 1.07%
12,683 $786,000
Q2 2021

Jul 14, 2021

BUY
$60.46 - $66.42 $18,984 - $20,855
314 Added 2.57%
12,549 $759,000
Q1 2021

Apr 20, 2021

BUY
$56.72 - $62.32 $16,505 - $18,135
291 Added 2.44%
12,235 $761,000
Q4 2020

Mar 25, 2021

BUY
$54.62 - $64.17 $652,381 - $766,446
11,944 New
11,944 $734,000

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 $95.8B
  • 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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