A detailed history of Quadrant Private Wealth Management, LLC transactions in Southern CO stock. As of the latest transaction made, Quadrant Private Wealth Management, LLC holds 3,232 shares of SO stock, worth $283,123. This represents 0.07% of its overall portfolio holdings.

Number of Shares
3,232
Previous 3,423 5.58%
Holding current value
$283,123
Previous $265,000 9.81%
% of portfolio
0.07%
Previous 0.06%

Shares

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

Nov 12, 2024

SELL
$77.0 - $90.52 $14,707 - $17,289
-191 Reduced 5.58%
3,232 $291,000
Q2 2024

Aug 13, 2024

BUY
$67.77 - $80.71 $20,263 - $24,132
299 Added 9.57%
3,423 $265,000
Q1 2024

May 15, 2024

BUY
$66.25 - $72.24 $265 - $288
4 Added 0.13%
3,124 $224,000
Q4 2023

Feb 14, 2024

BUY
$62.71 - $73.08 $195,655 - $228,009
3,120 New
3,120 $218,000

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
Track This Portfolio

Track Quadrant Private Wealth Management, LLC Portfolio

Follow Quadrant Private Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Quadrant Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Quadrant Private Wealth Management, LLC with notifications on news.