A detailed history of One Ascent Financial Services LLC transactions in Southern CO stock. As of the latest transaction made, One Ascent Financial Services LLC holds 6,390 shares of SO stock, worth $561,872. This represents 0.41% of its overall portfolio holdings.

Number of Shares
6,390
Holding current value
$561,872
% of portfolio
0.41%

Shares

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

Nov 07, 2024

BUY
$77.0 - $90.52 $492,030 - $578,422
6,390 New
6,390 $576,000
Q1 2024

Apr 16, 2024

SELL
$66.25 - $72.24 $7,287 - $7,946
-110 Reduced 1.69%
6,385 $458,000
Q4 2023

Jan 11, 2024

BUY
$62.71 - $73.08 $407,301 - $474,654
6,495 New
6,495 $455,000
Q4 2020

Jan 13, 2021

SELL
$54.62 - $64.17 $37,797 - $44,405
-692 Reduced 2.02%
33,645 $2.07 Million
Q3 2020

Nov 02, 2020

BUY
$51.56 - $55.78 $518,693 - $561,146
10,060 Added 41.44%
34,337 $1.86 Million
Q2 2020

Jul 21, 2020

BUY
$50.14 - $60.33 $527,422 - $634,611
10,519 Added 76.46%
24,277 $1.26 Million
Q1 2020

Apr 14, 2020

BUY
$43.23 - $70.85 $42,062 - $68,937
973 Added 7.61%
13,758 $745,000
Q4 2019

Feb 11, 2020

BUY
$60.33 - $63.86 $771,319 - $816,450
12,785 New
12,785 $814,000
Q3 2019

Nov 15, 2019

SELL
$54.84 - $61.98 $581,249 - $656,926
-10,599 Closed
0 $0
Q2 2019

Aug 15, 2019

BUY
$51.2 - $56.28 $542,668 - $596,511
10,599 New
10,599 $586,000

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 One Ascent Financial Services LLC Portfolio

Follow One Ascent Financial Services LLC 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 One Ascent Financial Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on One Ascent Financial Services LLC with notifications on news.