Personal Cfo Solutions, LLC Southern CO Transaction History

Personal Cfo Solutions, LLC

$482 Million
Q1 2025

A detailed history of Personal Cfo Solutions, LLC transactions in Southern CO stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 13,880 shares of SO stock, worth $1.32 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

13,880

Previous 13,827 0.38%

Holding current value

$1.32 Million

Previous $1.14 Million 12.13%

% of portfolio

0.26%

Previous 0.23%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	BUY	$80.96 - $92.96 $4,290 - $4,926	53 Added 0.38%	13,880 $1.28 Million
Q4 2024 Feb 07, 2025	SELL	$81.5 - $94.15 $45,884 - $53,006	-563 Reduced 3.91%	13,827 $1.14 Million
Q3 2024 Nov 14, 2024	BUY	$77.0 - $90.52 $5,005 - $5,883	65 Added 0.45%	14,390 $1.3 Million
Q2 2024 Aug 09, 2024	BUY	$67.77 - $80.71 $11,927 - $14,204	176 Added 1.24%	14,325 $1.11 Million
Q1 2024 May 13, 2024	SELL	$66.25 - $72.24 $52,470 - $57,214	-792 Reduced 5.3%	14,149 $1.02 Million
Q4 2023 Feb 13, 2024	BUY	$62.71 - $73.08 $2,947 - $3,434	47 Added 0.32%	14,941 $1.05 Million
Q3 2023 Nov 13, 2023	BUY	$64.72 - $73.09 $1,164 - $1,315	18 Added 0.12%	14,894 $963,000
Q2 2023 Aug 10, 2023	BUY	$68.97 - $75.66 $7,172 - $7,868	104 Added 0.7%	14,876 $1.05 Million
Q1 2023 May 09, 2023	BUY	$62.32 - $72.5 $11,155 - $12,977	179 Added 1.23%	14,772 $1.03 Million
Q4 2022 Feb 14, 2023	SELL	$63.44 - $72.26 $88,054 - $100,296	-1,388 Reduced 8.69%	14,593 $1.04 Million
Q3 2022 Nov 01, 2022	SELL	$68.0 - $80.16 $96,764 - $114,067	-1,423 Reduced 8.18%	15,981 $1.09 Million
Q2 2022 Aug 05, 2022	SELL	$65.39 - $76.51 $8,566 - $10,022	-131 Reduced 0.75%	17,404 $1.24 Million
Q1 2022 May 02, 2022	BUY	$62.84 - $72.51 $117,950 - $136,101	1,877 Added 11.99%	17,535 $1.27 Million
Q4 2021 Feb 11, 2022	SELL	$61.1 - $68.58 $46,741 - $52,463	-765 Reduced 4.66%	15,658 $1.07 Million
Q3 2021 Nov 18, 2021	SELL	$61.34 - $67.32 $1,042 - $1,144	-17 Reduced 0.1%	16,423 $1.02 Million
Q2 2021 Jul 22, 2021	BUY	$60.46 - $66.42 $1,692 - $1,859	28 Added 0.17%	16,440 $995,000
Q1 2021 Apr 21, 2021	SELL	$56.72 - $62.32 $15,881 - $17,449	-280 Reduced 1.68%	16,412 $1.02 Million
Q4 2020 Feb 09, 2021	BUY	$54.62 - $64.17 $18,243 - $21,432	334 Added 2.04%	16,692 $1.03 Million
Q3 2020 Nov 02, 2020	SELL	$51.56 - $55.78 $876 - $948	-17 Reduced 0.1%	16,358 $1,000
Q2 2020 Aug 03, 2020	SELL	$50.14 - $60.33 $50,039 - $60,209	-998 Reduced 5.74%	16,375 $849,000
Q1 2020 Apr 30, 2020	BUY	$43.23 - $70.85 $135,439 - $221,973	3,133 Added 22.0%	17,373 $941,000
Q4 2019 Feb 13, 2020	BUY	$60.33 - $63.86 $337,365 - $357,105	5,592 Added 64.66%	14,240 $906,000
Q3 2019 Nov 13, 2019	BUY	$54.84 - $61.98 $474,256 - $536,003	8,648 New	8,648 $534,000

Others Institutions Holding SO

# of Institutions

2,502

Shares Held

750M

Call Options Held

5.94M

Put Options Held

3.49M

View Full List

About SOUTHERN CO

Ticker SO
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 1,088,669,952
Market Cap $103B
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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Personal Cfo Solutions, LLC Southern CO Transaction History