A detailed history of Mbm Wealth Consultants, LLC transactions in Southern CO stock. As of the latest transaction made, Mbm Wealth Consultants, LLC holds 3,606 shares of SO stock, worth $293,889. This represents 0.11% of its overall portfolio holdings.

Number of Shares
3,606
Previous 3,611 0.14%
Holding current value
$293,889
Previous $280,000 16.07%
% of portfolio
0.11%
Previous 0.1%

Shares

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

Oct 07, 2024

SELL
$77.0 - $90.52 $385 - $452
-5 Reduced 0.14%
3,606 $325,000
Q2 2024

Jul 30, 2024

BUY
$67.77 - $80.71 $67 - $80
1 Added 0.03%
3,611 $280,000
Q1 2024

Apr 18, 2024

SELL
$66.25 - $72.24 $3,710 - $4,045
-56 Reduced 1.53%
3,610 $258,000
Q4 2023

Jan 30, 2024

BUY
$62.71 - $73.08 $1,128 - $1,315
18 Added 0.49%
3,666 $257,000
Q3 2023

Oct 19, 2023

BUY
$64.72 - $73.09 $14,044 - $15,860
217 Added 6.32%
3,648 $236,000
Q2 2023

Jul 24, 2023

BUY
$68.97 - $75.66 $104,558 - $114,700
1,516 Added 79.16%
3,431 $241,000
Q4 2022

Feb 15, 2023

BUY
$63.44 - $72.26 $29,753 - $33,889
469 Added 32.43%
1,915 $138,000
Q3 2022

Oct 24, 2022

BUY
$68.0 - $80.16 $23,392 - $27,575
344 Added 31.22%
1,446 $101,000
Q2 2022

Aug 15, 2022

BUY
$65.39 - $76.51 $2,288 - $2,677
35 Added 3.28%
1,102 $79,000
Q1 2022

May 16, 2022

BUY
$62.84 - $72.51 $18,349 - $21,172
292 Added 37.68%
1,067 $77,000
Q4 2021

Feb 15, 2022

BUY
$61.1 - $68.58 $18,941 - $21,259
310 Added 66.67%
775 $53,000
Q3 2021

Nov 16, 2021

BUY
$61.34 - $67.32 $4,171 - $4,577
68 Added 17.13%
465 $29,000
Q2 2021

Aug 13, 2021

BUY
$60.46 - $66.42 $3,143 - $3,453
52 Added 15.07%
397 $24,000
Q1 2021

May 10, 2021

BUY
$56.72 - $62.32 $19,568 - $21,500
345 New
345 $21,000
Q1 2020

May 13, 2020

SELL
$43.23 - $70.85 $7,262 - $11,902
-168 Closed
0 $0
Q3 2019

Oct 30, 2019

SELL
$54.84 - $61.98 $9,048 - $10,226
-165 Reduced 49.55%
168 $10,000
Q2 2019

Jul 30, 2019

BUY
$51.2 - $56.28 $17,049 - $18,741
333 New
333 $18,000

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 $88.7B
  • 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
Track This Portfolio

Track Mbm Wealth Consultants, LLC Portfolio

Follow Mbm Wealth Consultants, 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 Mbm Wealth Consultants, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mbm Wealth Consultants, LLC with notifications on news.