A detailed history of Morris Financial Concepts, Inc. transactions in Southern CO stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 3,219 shares of SO stock, worth $262,026. This represents 0.12% of its overall portfolio holdings.

Number of Shares
3,219
Previous 3,429 6.12%
Holding current value
$262,026
Previous $240,000 4.17%
% of portfolio
0.12%
Previous 0.14%

Shares

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

Apr 18, 2024

SELL
$66.25 - $72.24 $13,912 - $15,170
-210 Reduced 6.12%
3,219 $230,000
Q4 2023

Jan 29, 2024

SELL
$62.71 - $73.08 $7,901 - $9,208
-126 Reduced 3.54%
3,429 $240,000
Q3 2023

Oct 24, 2023

SELL
$64.72 - $73.09 $48,540 - $54,817
-750 Reduced 17.42%
3,555 $230,000
Q2 2023

Aug 09, 2023

SELL
$68.97 - $75.66 $23,587 - $25,875
-342 Reduced 7.36%
4,305 $302,000
Q1 2023

May 10, 2023

SELL
$62.32 - $72.5 $15,143 - $17,617
-243 Reduced 4.97%
4,647 $323,000
Q4 2022

Jan 19, 2023

SELL
$63.44 - $72.26 $14,654 - $16,692
-231 Reduced 4.51%
4,890 $0
Q3 2022

Oct 25, 2022

BUY
$68.0 - $80.16 $66,300 - $78,156
975 Added 23.52%
5,121 $348,000
Q2 2022

Jul 25, 2022

SELL
$65.39 - $76.51 $523 - $612
-8 Reduced 0.19%
4,146 $296,000
Q1 2022

Apr 29, 2022

SELL
$62.84 - $72.51 $2,576 - $2,972
-41 Reduced 0.98%
4,154 $301,000
Q4 2021

Feb 15, 2022

BUY
$61.1 - $68.58 $256,314 - $287,693
4,195 New
4,195 $288,000

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 $88.6B
  • 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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