A detailed history of Lmg Wealth Partners, LLC transactions in Southern CO stock. As of the latest transaction made, Lmg Wealth Partners, LLC holds 18,892 shares of SO stock, worth $1.69 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
18,892
Previous 18,358 2.91%
Holding current value
$1.69 Million
Previous $1.32 Billion 11.27%
% of portfolio
0.37%
Previous 0.33%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 01, 2024

BUY
$67.77 - $80.71 $36,189 - $43,099
534 Added 2.91%
18,892 $1.47 Billion
Q1 2024

May 03, 2024

BUY
$66.25 - $72.24 $123,092 - $134,221
1,858 Added 11.26%
18,358 $1.32 Billion
Q4 2023

Jan 23, 2024

BUY
$62.71 - $73.08 $111,059 - $129,424
1,771 Added 12.02%
16,500 $1.16 Billion
Q3 2023

Oct 16, 2023

BUY
$64.72 - $73.09 $150,215 - $169,641
2,321 Added 18.71%
14,729 $953 Million
Q2 2023

Jul 27, 2023

BUY
$68.97 - $75.66 $66,142 - $72,557
959 Added 8.38%
12,408 $872 Million
Q1 2023

May 02, 2023

BUY
$62.32 - $72.5 $505,477 - $588,047
8,111 Added 242.99%
11,449 $797 Million
Q4 2022

Feb 14, 2023

BUY
$63.44 - $72.26 $211,762 - $241,203
3,338 New
3,338 $234 Million

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 $97.4B
  • 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 Lmg Wealth Partners, LLC Portfolio

Follow Lmg Wealth Partners, 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 Lmg Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lmg Wealth Partners, LLC with notifications on news.