Loring Wolcott & Coolidge Fiduciary Advisors LLP Southern CO Transaction History

Loring Wolcott & Coolidge Fiduciary Advisors LLP

$11.1 Billion
Q3 2024

A detailed history of Loring Wolcott & Coolidge Fiduciary Advisors LLP transactions in Southern CO stock. As of the latest transaction made, Loring Wolcott & Coolidge Fiduciary Advisors LLP holds 3,096 shares of SO stock, worth $271,209. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,096

Previous 3,096 -0.0%

Holding current value

$271,209

Previous $240,000 16.25%

% of portfolio

0.0%

Previous 0.0%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 23, 2024	SELL	$66.25 - $72.24 $331 - $361	-5 Reduced 0.16%	3,096 $222,000
Q4 2023 Feb 01, 2024	SELL	$62.71 - $73.08 $12,855 - $14,981	-205 Reduced 6.2%	3,101 $217,000
Q3 2023 Nov 03, 2023	SELL	$64.72 - $73.09 $11,326 - $12,790	-175 Reduced 5.03%	3,306 $213,000
Q2 2023 Aug 01, 2023	SELL	$68.97 - $75.66 $56,762 - $62,268	-823 Reduced 19.12%	3,481 $244,000
Q1 2023 May 02, 2023	BUY	$62.32 - $72.5 $186 - $217	3 Added 0.07%	4,304 $299,000
Q4 2022 Feb 14, 2023	SELL	$63.44 - $72.26 $951 - $1,083	-15 Reduced 0.35%	4,301 $288,000
Q3 2022 Oct 25, 2022	BUY	$68.0 - $80.16 $13,600 - $16,032	200 Added 4.86%	4,316 $293,000
Q2 2022 Jul 26, 2022	BUY	$65.39 - $76.51 $82,783 - $96,861	1,266 Added 44.42%	4,116 $294,000
Q4 2021 Feb 14, 2022	SELL	$61.1 - $68.58 $7,332 - $8,229	-120 Reduced 4.04%	2,850 $195,000
Q2 2021 Aug 13, 2021	SELL	$60.46 - $66.42 $60,460 - $66,420	-1,000 Reduced 25.19%	2,970 $180,000
Q1 2021 Apr 14, 2021	BUY	$56.72 - $62.32 $170,160 - $186,960	3,000 Added 309.28%	3,970 $247,000
Q4 2020 Jan 14, 2021	BUY	$54.62 - $64.17 $6,554 - $7,700	120 Added 14.12%	970 $60,000
Q4 2019 Jan 22, 2020	SELL	$60.33 - $63.86 $7,118 - $7,535	-118 Reduced 12.19%	850 $54,000
Q3 2019 Nov 05, 2019	SELL	$54.84 - $61.98 $6,964 - $7,871	-127 Reduced 11.6%	968 $60,000
Q4 2018 Feb 13, 2019	SELL	$42.79 - $47.56 $95,849 - $106,534	-2,240 Reduced 67.17%	1,095 $48,000
Q3 2018 Oct 31, 2018	SELL	$42.66 - $49.08 $45,219 - $52,024	-1,060 Reduced 24.12%	3,335 $145,000
Q1 2018 Apr 20, 2018	SELL	$42.92 - $47.2 $4,506 - $4,956	-105 Reduced 2.33%	4,395 $196,000
Q3 2017 Oct 27, 2017	SELL	$47.92 - $50.64 $23,720 - $25,066	-495 Reduced 9.91%	4,500 $221,000
Q2 2017 Aug 07, 2017	BUY	N/A	4,995	4,995 $0

Others Institutions Holding SO

# of Institutions

2,212

Shares Held

704M

Call Options Held

5.04M

Put Options Held

3.43M

View Full List

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Loring Wolcott & Coolidge Fiduciary Advisors LLP, based on Form 13F filings with the SEC.

News

Stay updated on Loring Wolcott & Coolidge Fiduciary Advisors LLP with notifications on news.

Account

Loring Wolcott & Coolidge Fiduciary Advisors LLP Southern CO Transaction History