Palumbo Wealth Management LLC Southern CO Transaction History

Palumbo Wealth Management LLC

$308 Million
Q2 2025

A detailed history of Palumbo Wealth Management LLC transactions in Southern CO stock. As of the latest transaction made, Palumbo Wealth Management LLC holds 4,290 shares of SO stock, worth $416,130. This represents 0.13% of its overall portfolio holdings.

Number of Shares

4,290

Previous 4,261 0.68%

Holding current value

$416,130

Previous $391,000 0.51%

% of portfolio

0.13%

Previous 0.14%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 15, 2025	BUY	$84.91 - $92.56 $2,462 - $2,684	29 Added 0.68%	4,290 $393,000
Q1 2025 Apr 22, 2025	BUY	$80.96 - $92.96 $28,416 - $32,628	351 Added 8.98%	4,261 $391,000
Q4 2024 Jan 30, 2025	BUY	$81.5 - $94.15 $2,363 - $2,730	29 Added 0.75%	3,910 $321,000
Q3 2024 Oct 28, 2024	BUY	$77.0 - $90.52 $29,029 - $34,126	377 Added 10.76%	3,881 $349,000
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

# of Institutions

2,494

Shares Held

751M

Call Options Held

5.94M

Put Options Held

3.59M

View Full List

About SOUTHERN CO

Ticker SO
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 1,088,669,952
Market Cap $106B
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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Palumbo Wealth Management LLC Southern CO Transaction History