A detailed history of Lokken Investment Group LLC transactions in Southern CO stock. As of the latest transaction made, Lokken Investment Group LLC holds 4,797 shares of SO stock, worth $399,494. This represents 0.19% of its overall portfolio holdings.

Number of Shares
4,797
Previous 4,785 0.25%
Holding current value
$399,494
Previous $371,000 16.44%
% of portfolio
0.19%
Previous 0.18%

Shares

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

Nov 12, 2024

BUY
$77.0 - $90.52 $924 - $1,086
12 Added 0.25%
4,797 $432,000
Q1 2024

May 14, 2024

SELL
$66.25 - $72.24 $596 - $650
-9 Reduced 0.19%
4,785 $343,000
Q3 2023

Nov 13, 2023

SELL
$64.72 - $73.09 $4,724 - $5,335
-73 Reduced 1.5%
4,794 $310,000
Q1 2023

May 08, 2023

BUY
$62.32 - $72.5 $10,345 - $12,035
166 Added 3.53%
4,867 $338,000
Q1 2012

Apr 13, 2021

BUY
N/A
4,701
4,701 $292,000

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 $90.7B
  • 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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