A detailed history of Plan Group Financial, LLC transactions in Southern CO stock. As of the latest transaction made, Plan Group Financial, LLC holds 13,184 shares of SO stock, worth $1.15 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares
13,184
Previous 11,813 11.61%
Holding current value
$1.15 Million
Previous $916,000 29.69%
% of portfolio
0.63%
Previous 0.57%

Shares

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

Oct 22, 2024

BUY
$77.0 - $90.52 $105,567 - $124,102
1,371 Added 11.61%
13,184 $1.19 Million
Q2 2024

Aug 05, 2024

BUY
$67.77 - $80.71 $322,652 - $384,260
4,761 Added 67.51%
11,813 $916,000
Q1 2024

Apr 26, 2024

BUY
$66.25 - $72.24 $141,775 - $154,593
2,140 Added 43.57%
7,052 $505,000
Q4 2023

Jan 29, 2024

SELL
$62.71 - $73.08 $128,241 - $149,448
-2,045 Reduced 29.39%
4,912 $344,000
Q3 2023

Nov 13, 2023

BUY
$64.72 - $73.09 $450,257 - $508,487
6,957 New
6,957 $450,000
Q2 2022

Aug 12, 2022

BUY
$65.39 - $76.51 $270,060 - $315,986
4,130 New
4,130 $294,000

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 $95.4B
  • 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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