A detailed history of Palumbo Wealth Management LLC transactions in Southern CO stock. As of the latest transaction made, Palumbo Wealth Management LLC holds 3,504 shares of SO stock, worth $318,443. This represents 0.12% of its overall portfolio holdings.

Number of Shares
3,504
Previous 3,546 1.18%
Holding current value
$318,443
Previous $254,000 6.69%
% of portfolio
0.12%
Previous 0.12%

Shares

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

Aug 02, 2024

SELL
$67.77 - $80.71 $2,846 - $3,389
-42 Reduced 1.18%
3,504 $271,000
Q1 2024

Apr 15, 2024

SELL
$66.25 - $72.24 $10,798 - $11,775
-163 Reduced 4.39%
3,546 $254,000
Q4 2023

Jan 22, 2024

SELL
$62.71 - $73.08 $1,066 - $1,242
-17 Reduced 0.46%
3,709 $260,000
Q3 2023

Oct 16, 2023

SELL
$64.72 - $73.09 $323 - $365
-5 Reduced 0.13%
3,726 $241,000
Q2 2023

Jul 26, 2023

SELL
$68.97 - $75.66 $596,797 - $654,685
-8,653 Reduced 69.87%
3,731 $262,000
Q1 2023

May 04, 2023

SELL
$62.32 - $72.5 $48,235 - $56,115
-774 Reduced 5.88%
12,384 $861,000
Q4 2022

Feb 13, 2023

BUY
$63.44 - $72.26 $35,462 - $40,393
559 Added 4.44%
13,158 $939,000
Q3 2022

Nov 14, 2022

BUY
$68.0 - $80.16 $22,304 - $26,292
328 Added 2.67%
12,599 $857,000
Q2 2022

Aug 12, 2022

BUY
$65.39 - $76.51 $44,595 - $52,179
682 Added 5.88%
12,271 $875,000
Q1 2022

May 10, 2022

BUY
$62.84 - $72.51 $14,641 - $16,894
233 Added 2.05%
11,589 $840,000
Q4 2021

Feb 16, 2022

BUY
$61.1 - $68.58 $32,932 - $36,964
539 Added 4.98%
11,356 $779,000
Q3 2021

Nov 12, 2021

SELL
$61.34 - $67.32 $72,810 - $79,908
-1,187 Reduced 9.89%
10,817 $670,000
Q2 2021

Aug 16, 2021

BUY
$60.46 - $66.42 $58,767 - $64,560
972 Added 8.81%
12,004 $726,000
Q1 2021

May 17, 2021

BUY
$56.72 - $62.32 $56,549 - $62,133
997 Added 9.94%
11,032 $686,000
Q4 2020

May 17, 2021

BUY
$54.62 - $64.17 $548,111 - $643,945
10,035 New
10,035 $616,000

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 $98.9B
  • 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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