A detailed history of Operose Advisors LLC transactions in Southern CO stock. As of the latest transaction made, Operose Advisors LLC holds 409 shares of SO stock, worth $34,012. This represents 0.01% of its overall portfolio holdings.

Number of Shares
409
Previous 409 -0.0%
Holding current value
$34,012
Previous $31,000 16.13%
% of portfolio
0.01%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024

SELL
$67.77 - $80.71 $6,777 - $8,070
-100 Reduced 19.65%
409 $31,000
Q1 2024

May 13, 2024

BUY
$66.25 - $72.24 $6,625 - $7,223
100 Added 24.45%
509 $36,000
Q4 2023

Feb 12, 2024

SELL
$62.71 - $73.08 $83,467 - $97,269
-1,331 Reduced 76.49%
409 $28,000
Q3 2023

Nov 13, 2023

BUY
$64.72 - $73.09 $38,896 - $43,927
601 Added 52.77%
1,740 $112,000
Q1 2023

May 09, 2023

BUY
$62.32 - $72.5 $48,298 - $56,187
775 Added 212.91%
1,139 $79,000
Q3 2022

Nov 14, 2022

BUY
$68.0 - $80.16 $23,392 - $27,575
344 Added 1720.0%
364 $25,000
Q4 2021

Feb 14, 2022

BUY
$61.1 - $68.58 $1,222 - $1,371
20 New
20 $1,000

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 $90.5B
  • 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 Operose Advisors LLC Portfolio

Follow Operose Advisors 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 Operose Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Operose Advisors LLC with notifications on news.