A detailed history of Ml & R Wealth Management LLC transactions in Southern CO stock. As of the latest transaction made, Ml & R Wealth Management LLC holds 5,386 shares of SO stock, worth $486,355. This represents 0.09% of its overall portfolio holdings.

Number of Shares
5,386
Previous 5,399 0.24%
Holding current value
$486,355
Previous $378,000 2.12%
% of portfolio
0.09%
Previous 0.09%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024

SELL
$66.25 - $72.24 $861 - $939
-13 Reduced 0.24%
5,386 $386,000
Q4 2023

Feb 09, 2024

BUY
$62.71 - $73.08 $71,050 - $82,799
1,133 Added 26.56%
5,399 $378,000
Q3 2023

Nov 02, 2023

BUY
$64.72 - $73.09 $56,953 - $64,319
880 Added 25.99%
4,266 $276,000
Q1 2023

May 05, 2023

SELL
$62.32 - $72.5 $13,959 - $16,240
-224 Reduced 6.2%
3,386 $235,000
Q4 2022

Feb 06, 2023

SELL
$63.44 - $72.26 $3,933 - $4,480
-62 Reduced 1.69%
3,610 $257,000
Q3 2022

Oct 26, 2022

SELL
$68.0 - $80.16 $49,232 - $58,035
-724 Reduced 16.47%
3,672 $250,000
Q2 2022

Jul 25, 2022

BUY
$65.39 - $76.51 $34,002 - $39,785
520 Added 13.42%
4,396 $313,000
Q1 2022

Apr 18, 2022

BUY
$62.84 - $72.51 $33,807 - $39,010
538 Added 16.12%
3,876 $281,000
Q4 2021

Feb 02, 2022

BUY
$61.1 - $68.58 $203,951 - $228,920
3,338 New
3,338 $229,000

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 $98.3B
  • 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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