A detailed history of Phillips Wealth Planners LLC transactions in Southern CO stock. As of the latest transaction made, Phillips Wealth Planners LLC holds 2,416 shares of SO stock, worth $200,189. This represents 0.21% of its overall portfolio holdings.

Number of Shares
2,416
Previous 3,267 26.05%
Holding current value
$200,189
Previous $256 Million 12.97%
% of portfolio
0.21%
Previous 0.27%

Shares

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

Oct 28, 2024

SELL
$77.0 - $90.52 $65,527 - $77,032
-851 Reduced 26.05%
2,416 $223 Million
Q2 2024

Aug 02, 2024

SELL
$67.77 - $80.71 $23,380 - $27,844
-345 Reduced 9.55%
3,267 $256 Million
Q1 2024

Apr 29, 2024

BUY
$66.25 - $72.24 $8,877 - $9,680
134 Added 3.85%
3,612 $245 Million
Q4 2023

Feb 12, 2024

BUY
$62.71 - $73.08 $4,577 - $5,334
73 Added 2.14%
3,478 $239 Million
Q3 2023

Oct 30, 2023

BUY
$64.72 - $73.09 $5,695 - $6,431
88 Added 2.65%
3,405 $226 Million
Q2 2023

Jul 26, 2023

SELL
$68.97 - $75.66 $23,380 - $25,648
-339 Reduced 9.27%
3,317 $233 Million
Q1 2023

May 15, 2023

BUY
$62.32 - $72.5 $10,158 - $11,817
163 Added 4.67%
3,656 $271 Million
Q4 2022

Feb 14, 2023

BUY
$63.44 - $72.26 $221,595 - $252,404
3,493 New
3,493 $234 Million

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 $90.2B
  • 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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