A detailed history of Octavia Wealth Advisors, LLC transactions in Southern CO stock. As of the latest transaction made, Octavia Wealth Advisors, LLC holds 3,150 shares of SO stock, worth $262,332. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,150
Previous 3,147 0.1%
Holding current value
$262,332
Previous $244,000 16.39%
% of portfolio
0.04%
Previous 0.03%

Shares

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

Oct 10, 2024

BUY
$77.0 - $90.52 $231 - $271
3 Added 0.1%
3,150 $284,000
Q2 2024

Aug 01, 2024

BUY
$67.77 - $80.71 $6,099 - $7,263
90 Added 2.94%
3,147 $244,000
Q1 2024

Apr 15, 2024

SELL
$66.25 - $72.24 $22,988 - $25,067
-347 Reduced 10.19%
3,057 $219,000
Q4 2023

Jan 30, 2024

SELL
$62.71 - $73.08 $16,179 - $18,854
-258 Reduced 7.05%
3,404 $238,000
Q3 2023

Oct 30, 2023

BUY
$64.72 - $73.09 $21,422 - $24,192
331 Added 9.94%
3,662 $237,000
Q2 2023

Jul 18, 2023

BUY
$68.97 - $75.66 $7,103 - $7,792
103 Added 3.19%
3,331 $234,000
Q1 2023

Apr 20, 2023

BUY
$62.32 - $72.5 $4,860 - $5,655
78 Added 2.48%
3,228 $224,000
Q4 2022

Jan 19, 2023

BUY
$63.44 - $72.26 $4,313 - $4,913
68 Added 2.21%
3,150 $0
Q3 2022

Oct 17, 2022

BUY
$68.0 - $80.16 $10,064 - $11,863
148 Added 5.04%
3,082 $210,000
Q2 2022

Jul 18, 2022

SELL
$65.39 - $76.51 $49,500 - $57,918
-757 Reduced 20.51%
2,934 $209,000
Q1 2022

Apr 20, 2022

BUY
$62.84 - $72.51 $2,827 - $3,262
45 Added 1.23%
3,691 $268,000
Q4 2021

Jan 28, 2022

BUY
$61.1 - $68.58 $12,708 - $14,264
208 Added 6.05%
3,646 $250,000
Q3 2021

Nov 12, 2021

BUY
$61.34 - $67.32 $210,886 - $231,446
3,438 New
3,438 $212,000
Q2 2021

Jul 26, 2021

SELL
$60.46 - $66.42 $223,822 - $245,886
-3,702 Closed
0 $0
Q1 2021

May 10, 2021

BUY
$56.72 - $62.32 $4,480 - $4,923
79 Added 2.18%
3,702 $230,000
Q4 2020

Feb 12, 2021

BUY
$54.62 - $64.17 $197,888 - $232,487
3,623 New
3,623 $223,000

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 $90.7B
  • 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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