A detailed history of Lifeworks Advisors, LLC transactions in Southern CO stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 5,557 shares of SO stock, worth $486,793. This represents 0.1% of its overall portfolio holdings.

Number of Shares
5,557
Previous 4,047 37.31%
Holding current value
$486,793
Previous $313,000 60.06%
% of portfolio
0.1%
Previous 0.09%

Shares

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

Nov 06, 2024

BUY
$77.0 - $90.52 $116,270 - $136,685
1,510 Added 37.31%
5,557 $501,000
Q2 2024

Aug 13, 2024

BUY
$67.77 - $80.71 $39,238 - $46,731
579 Added 16.7%
4,047 $313,000
Q1 2024

May 10, 2024

SELL
$66.25 - $72.24 $14,045 - $15,314
-212 Reduced 5.76%
3,468 $248,000
Q4 2023

Feb 12, 2024

SELL
$62.71 - $73.08 $21,133 - $24,627
-337 Reduced 8.39%
3,680 $258,000
Q3 2023

Nov 01, 2023

BUY
$64.72 - $73.09 $259,980 - $293,602
4,017 New
4,017 $259,000

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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