A detailed history of Pensionmark Financial Group, LLC transactions in Southern CO stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 181,327 shares of SO stock, worth $16 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
181,327
Previous 5,369 3277.3%
Holding current value
$16 Million
Previous $416,000 3830.29%
% of portfolio
0.09%
Previous 0.03%

Shares

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

Nov 14, 2024

BUY
$77.0 - $90.52 $13.5 Million - $15.9 Million
175,958 Added 3277.3%
181,327 $16.4 Million
Q2 2024

Aug 14, 2024

BUY
$67.77 - $80.71 $363,857 - $433,331
5,369 New
5,369 $416,000
Q2 2022

Aug 09, 2022

BUY
$65.39 - $76.51 $169,817 - $198,696
2,597 New
2,597 $201,000
Q1 2020

Apr 23, 2020

SELL
$43.23 - $70.85 $190,860 - $312,802
-4,415 Closed
0 $0
Q4 2019

Feb 13, 2020

SELL
$60.33 - $63.86 $36,198 - $38,316
-600 Reduced 11.96%
4,415 $281,000
Q3 2019

Nov 12, 2019

BUY
$54.84 - $61.98 $1,754 - $1,983
32 Added 0.64%
5,015 $310,000
Q2 2019

Aug 12, 2019

SELL
$51.2 - $56.28 $142,233 - $156,345
-2,778 Reduced 35.79%
4,983 $286,000
Q1 2019

May 14, 2019

SELL
$43.72 - $52.53 $1,748 - $2,101
-40 Reduced 0.51%
7,761 $401,000
Q4 2018

Feb 14, 2019

BUY
$42.79 - $47.56 $333,804 - $371,015
7,801 New
7,801 $380,000

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 $96B
  • 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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