A detailed history of Pacific Capital Wealth Advisors, Inc transactions in Southern CO stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 815 shares of SO stock, worth $71,394. This represents 0.01% of its overall portfolio holdings.

Number of Shares
815
Previous 815 -0.0%
Holding current value
$71,394
Previous $63,000 15.87%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 06, 2024

SELL
$67.77 - $80.71 $3,998 - $4,761
-59 Reduced 6.75%
815 $63,000
Q1 2024

May 15, 2024

BUY
$66.25 - $72.24 $3,908 - $4,262
59 Added 7.24%
874 $62,000
Q4 2023

Feb 06, 2024

BUY
$62.71 - $73.08 $51,108 - $59,560
815 New
815 $57,000
Q4 2020

Feb 16, 2021

SELL
$54.62 - $64.17 $44,515 - $52,298
-815 Closed
0 $0
Q3 2020

Nov 16, 2020

BUY
$51.56 - $55.78 $42,021 - $45,460
815 New
815 $44,000

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 $95.4B
  • 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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