A detailed history of Live Oak Private Wealth LLC transactions in Southern CO stock. As of the latest transaction made, Live Oak Private Wealth LLC holds 4,099 shares of SO stock, worth $367,844. This represents 0.06% of its overall portfolio holdings.

Number of Shares
4,099
Previous 4,449 7.87%
Holding current value
$367,844
Previous $345,000 6.96%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Oct 22, 2024

SELL
$77.0 - $90.52 $26,950 - $31,682
-350 Reduced 7.87%
4,099 $369,000
Q2 2024

Jul 17, 2024

BUY
$67.77 - $80.71 $41,543 - $49,475
613 Added 15.98%
4,449 $345,000
Q4 2023

Jan 29, 2024

SELL
$62.71 - $73.08 $6,960 - $8,111
-111 Reduced 2.81%
3,836 $268,000
Q4 2021

Feb 08, 2022

SELL
$61.1 - $68.58 $8,737 - $9,806
-143 Reduced 3.5%
3,947 $271,000
Q3 2021

Oct 29, 2021

BUY
$61.34 - $67.32 $250,880 - $275,338
4,090 New
4,090 $253,000
Q1 2021

May 11, 2021

SELL
$56.72 - $62.32 $217,918 - $239,433
-3,842 Closed
0 $0
Q4 2020

Jan 26, 2021

BUY
$54.62 - $64.17 $209,850 - $246,541
3,842 New
3,842 $236,000

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 $97.7B
  • 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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