A detailed history of Mc Kinley Carter Wealth Services, Inc. transactions in Southern CO stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 5,671 shares of SO stock, worth $508,915. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,671
Previous 6,259 9.39%
Holding current value
$508,915
Previous $485,000 5.36%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 15, 2024

SELL
$77.0 - $90.52 $45,276 - $53,225
-588 Reduced 9.39%
5,671 $511,000
Q2 2024

Aug 09, 2024

BUY
$67.77 - $80.71 $1,490 - $1,775
22 Added 0.35%
6,259 $485,000
Q1 2024

Apr 26, 2024

SELL
$66.25 - $72.24 $24,843 - $27,089
-375 Reduced 5.67%
6,237 $447,000
Q4 2023

Feb 07, 2024

SELL
$62.71 - $73.08 $17,558 - $20,462
-280 Reduced 4.06%
6,612 $463,000
Q3 2023

Oct 13, 2023

SELL
$64.72 - $73.09 $56,888 - $64,246
-879 Reduced 11.31%
6,892 $446,000
Q2 2023

Aug 02, 2023

SELL
$68.97 - $75.66 $77,522 - $85,041
-1,124 Reduced 12.64%
7,771 $545,000
Q1 2023

Apr 24, 2023

SELL
$62.32 - $72.5 $8,350 - $9,715
-134 Reduced 1.48%
8,895 $618,000
Q4 2022

Feb 07, 2023

SELL
$63.44 - $72.26 $68,642 - $78,185
-1,082 Reduced 10.7%
9,029 $644,000
Q3 2022

Oct 24, 2022

SELL
$68.0 - $80.16 $157,624 - $185,810
-2,318 Reduced 18.65%
10,111 $688,000
Q2 2022

Jul 15, 2022

SELL
$65.39 - $76.51 $10,462 - $12,241
-160 Reduced 1.27%
12,429 $886,000
Q1 2022

Apr 27, 2022

SELL
$62.84 - $72.51 $791,092 - $912,828
-12,589 Reduced 50.0%
12,589 $913,000
Q4 2021

Feb 07, 2022

SELL
$61.1 - $68.58 $48,941 - $54,932
-801 Reduced 3.08%
25,178 $1.73 Million
Q3 2021

Nov 03, 2021

BUY
$61.34 - $67.32 $66,063 - $72,503
1,077 Added 4.32%
25,979 $1.61 Million
Q2 2021

Aug 12, 2021

BUY
$60.46 - $66.42 $5,562 - $6,110
92 Added 0.37%
24,902 $1.51 Million
Q1 2021

Apr 30, 2021

BUY
$56.72 - $62.32 $213,891 - $235,008
3,771 Added 17.92%
24,810 $1.54 Million
Q4 2020

Feb 16, 2021

BUY
$54.62 - $64.17 $176,477 - $207,333
3,231 Added 18.14%
21,039 $1.29 Million
Q4 2020

Feb 12, 2021

SELL
$54.62 - $64.17 $24,524 - $28,812
-449 Reduced 2.46%
17,808 $1.09 Million
Q3 2020

Oct 14, 2020

BUY
$51.56 - $55.78 $68,523 - $74,131
1,329 Added 7.85%
18,257 $990,000
Q2 2020

Jul 20, 2020

SELL
$50.14 - $60.33 $8,423 - $10,135
-168 Reduced 0.98%
16,928 $878,000
Q1 2020

May 01, 2020

BUY
$43.23 - $70.85 $73,318 - $120,161
1,696 Added 11.01%
17,096 $926,000
Q4 2019

Jan 23, 2020

BUY
$60.33 - $63.86 $47,238 - $50,002
783 Added 5.36%
15,400 $981,000
Q3 2019

Nov 14, 2019

BUY
$54.84 - $61.98 $12,777 - $14,441
233 Added 1.62%
14,617 $903,000
Q2 2019

Aug 02, 2019

BUY
$51.2 - $56.28 $972 - $1,069
19 Added 0.13%
14,384 $795,000
Q1 2019

May 08, 2019

BUY
$43.72 - $52.53 $105,496 - $126,754
2,413 Added 20.19%
14,365 $742,000
Q4 2018

Feb 13, 2019

BUY
$42.79 - $47.56 $127,984 - $142,251
2,991 Added 33.38%
11,952 $525,000
Q3 2018

Nov 06, 2018

BUY
$42.66 - $49.08 $6,910 - $7,950
162 Added 1.84%
8,961 $391,000
Q2 2018

Dec 07, 2018

BUY
$42.73 - $46.6 $164,895 - $179,829
3,859 Added 78.12%
8,799 $407,000
Q1 2018

May 17, 2018

BUY
$42.92 - $47.2 $212,024 - $233,168
4,940 New
4,940 $221,000

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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