A detailed history of North Star Asset Management Inc transactions in Southern CO stock. As of the latest transaction made, North Star Asset Management Inc holds 2,836 shares of SO stock, worth $249,369. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,836
Previous 2,826 0.35%
Holding current value
$249,369
Previous $219,000 16.44%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2024

BUY
$77.0 - $90.52 $770 - $905
10 Added 0.35%
2,836 $255,000
Q2 2024

Aug 05, 2024

SELL
$67.77 - $80.71 $20,331 - $24,212
-300 Reduced 9.6%
2,826 $219,000
Q1 2023

May 10, 2023

SELL
$62.32 - $72.5 $6,294 - $7,322
-101 Reduced 3.13%
3,126 $217,000
Q4 2022

Mar 06, 2023

BUY
$63.44 - $72.26 $6,344 - $7,226
100 Added 3.2%
3,227 $230,000
Q4 2021

Feb 07, 2022

BUY
$61.1 - $68.58 $191,059 - $214,449
3,127 New
3,127 $214,000
Q3 2018

Oct 29, 2018

SELL
$42.66 - $49.08 $196,577 - $226,160
-4,608 Closed
0 $0
Q2 2018

Aug 10, 2018

SELL
$42.73 - $46.6 $4,102 - $4,473
-96 Reduced 2.04%
4,608 $213,000
Q1 2018

Apr 27, 2018

BUY
$42.92 - $47.2 $201,895 - $222,028
4,704 New
4,704 $210,000

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 $95.7B
  • 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 North Star Asset Management Inc Portfolio

Follow North Star Asset Management Inc 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 North Star Asset Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on North Star Asset Management Inc with notifications on news.