A detailed history of Novare Capital Management LLC transactions in Southern CO stock. As of the latest transaction made, Novare Capital Management LLC holds 6,471 shares of SO stock, worth $501,955. This represents 0.04% of its overall portfolio holdings.

Number of Shares
6,471
Previous 6,278 3.07%
Holding current value
$501,955
Previous $440,000 5.45%
% of portfolio
0.04%
Previous 0.04%

Shares

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

May 06, 2024

BUY
$66.25 - $72.24 $12,786 - $13,942
193 Added 3.07%
6,471 $464,000
Q4 2023

Feb 08, 2024

BUY
$62.71 - $73.08 $1,881 - $2,192
30 Added 0.48%
6,278 $440,000
Q3 2023

Nov 02, 2023

SELL
$64.72 - $73.09 $21,810 - $24,631
-337 Reduced 5.12%
6,248 $404,000
Q2 2023

Jul 28, 2023

BUY
$68.97 - $75.66 $18,897 - $20,730
274 Added 4.34%
6,585 $462,000
Q1 2023

Apr 20, 2023

SELL
$62.32 - $72.5 $16,764 - $19,502
-269 Reduced 4.09%
6,311 $439,000
Q4 2022

Jan 17, 2023

SELL
$63.44 - $72.26 $182,072 - $207,386
-2,870 Reduced 30.37%
6,580 $0
Q3 2022

Oct 11, 2022

BUY
$68.0 - $80.16 $178,500 - $210,420
2,625 Added 38.46%
9,450 $643,000
Q2 2022

Aug 03, 2022

SELL
$65.39 - $76.51 $91,480 - $107,037
-1,399 Reduced 17.01%
6,825 $487,000
Q1 2022

May 09, 2022

BUY
$62.84 - $72.51 $122,726 - $141,612
1,953 Added 31.14%
8,224 $596,000
Q4 2021

Feb 03, 2022

BUY
$61.1 - $68.58 $383,158 - $430,065
6,271 New
6,271 $430,000
Q4 2018

Feb 12, 2019

SELL
$42.79 - $47.56 $513,266 - $570,482
-11,995 Closed
0 $0
Q2 2018

Aug 10, 2018

SELL
$42.73 - $46.6 $114,302 - $124,655
-2,675 Reduced 18.23%
11,995 $555,000
Q1 2018

May 09, 2018

BUY
$42.92 - $47.2 $9,871 - $10,856
230 Added 1.59%
14,670 $655,000
Q4 2017

Feb 06, 2018

SELL
$48.05 - $53.25 $7,207 - $7,987
-150 Reduced 1.03%
14,440 $694,000
Q3 2017

Nov 07, 2017

BUY
$47.92 - $50.64 $699,152 - $738,837
14,590
14,590 $717,000

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 $84.4B
  • 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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