A detailed history of Resources Investment Advisors, Llc. transactions in Southern CO stock. As of the latest transaction made, Resources Investment Advisors, Llc. holds 42,544 shares of SO stock, worth $3.73 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
42,544
Previous 46,111 7.74%
Holding current value
$3.73 Million
Previous $3.58 Million 7.27%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Nov 06, 2024

SELL
$77.0 - $90.52 $274,659 - $322,884
-3,567 Reduced 7.74%
42,544 $3.84 Million
Q2 2024

Aug 02, 2024

BUY
$67.77 - $80.71 $652,692 - $777,318
9,631 Added 26.4%
46,111 $3.58 Million
Q1 2024

May 10, 2024

BUY
$66.25 - $72.24 $8,943 - $9,752
135 Added 0.37%
36,480 $2.62 Million
Q4 2023

Feb 13, 2024

BUY
$62.71 - $73.08 $166,244 - $193,735
2,651 Added 7.87%
36,345 $2.55 Million
Q3 2023

Nov 14, 2023

BUY
$64.72 - $73.09 $89,896 - $101,522
1,389 Added 4.3%
33,694 $2.18 Million
Q2 2023

Aug 07, 2023

BUY
$68.97 - $75.66 $19,587 - $21,487
284 Added 0.89%
32,305 $2.27 Million
Q1 2023

May 10, 2023

BUY
$62.32 - $72.5 $109,184 - $127,020
1,752 Added 5.79%
32,021 $2.23 Million
Q4 2022

Feb 02, 2023

BUY
$63.44 - $72.26 $989,473 - $1.13 Million
15,597 Added 106.3%
30,269 $2.16 Million
Q3 2022

Nov 08, 2022

BUY
$68.0 - $80.16 $82,348 - $97,073
1,211 Added 9.0%
14,672 $998,000
Q2 2022

Aug 08, 2022

BUY
$65.39 - $76.51 $19,878 - $23,259
304 Added 2.31%
13,461 $960,000
Q1 2022

May 05, 2022

BUY
$62.84 - $72.51 $24,696 - $28,496
393 Added 3.08%
13,157 $954,000
Q4 2021

Feb 23, 2022

SELL
$61.1 - $68.58 $34,765 - $39,022
-569 Reduced 4.27%
12,764 $875,000
Q3 2021

Nov 05, 2021

BUY
$61.34 - $67.32 $7,667 - $8,415
125 Added 0.95%
13,333 $826,000
Q2 2021

Aug 09, 2021

BUY
$60.46 - $66.42 $323,340 - $355,214
5,348 Added 68.04%
13,208 $799,000
Q1 2021

May 10, 2021

BUY
$56.72 - $62.32 $12,875 - $14,146
227 Added 2.97%
7,860 $488,000
Q4 2020

Feb 08, 2021

SELL
$54.62 - $64.17 $6,827 - $8,021
-125 Reduced 1.61%
7,633 $468,000
Q3 2020

Oct 09, 2020

BUY
$51.56 - $55.78 $76,154 - $82,387
1,477 Added 23.52%
7,758 $420,000
Q2 2020

Aug 14, 2020

SELL
$50.14 - $60.33 $2,055 - $2,473
-41 Reduced 0.65%
6,281 $325,000
Q1 2020

May 14, 2020

SELL
$43.23 - $70.85 $36,010 - $59,018
-833 Reduced 11.64%
6,322 $342,000
Q4 2019

Feb 07, 2020

SELL
$60.33 - $63.86 $5,912 - $6,258
-98 Reduced 1.35%
7,155 $455,000
Q3 2019

Nov 08, 2019

SELL
$54.84 - $61.98 $286,209 - $323,473
-5,219 Reduced 41.85%
7,253 $448,000
Q2 2019

Aug 12, 2019

BUY
$51.2 - $56.28 $386,713 - $425,082
7,553 Added 153.55%
12,472 $0
Q1 2019

May 10, 2019

BUY
$43.72 - $52.53 $2,186 - $2,626
50 Added 1.03%
4,919 $0
Q4 2018

Feb 12, 2019

SELL
$42.79 - $47.56 $599 - $665
-14 Reduced 0.29%
4,869 $214,000
Q3 2018

Nov 07, 2018

BUY
$42.66 - $49.08 $9,385 - $10,797
220 Added 4.72%
4,883 $213,000
Q2 2018

Aug 15, 2018

SELL
$42.73 - $46.6 $26,791 - $29,218
-627 Reduced 11.85%
4,663 $216,000
Q1 2018

May 14, 2018

SELL
$42.92 - $47.2 $2,746 - $3,020
-64 Reduced 1.2%
5,290 $236,000
Q4 2017

Jan 31, 2018

BUY
$48.05 - $53.25 $28,445 - $31,524
592 Added 12.43%
5,354 $257,000
Q3 2017

Nov 13, 2017

SELL
$47.92 - $50.64 $10,254 - $10,836
-214 Reduced 4.3%
4,762 $234,000
Q2 2017

Aug 14, 2017

BUY
N/A
4,976
4,976 $238,000

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 Resources Investment Advisors, Llc. Portfolio

Follow Resources Investment Advisors, 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 Resources Investment Advisors, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Resources Investment Advisors, Llc. with notifications on news.