A detailed history of Richwood Investment Advisors, LLC transactions in Southern CO stock. As of the latest transaction made, Richwood Investment Advisors, LLC holds 7,753 shares of SO stock, worth $700,095. This represents 0.53% of its overall portfolio holdings.

Number of Shares
7,753
Previous 8,053 3.73%
Holding current value
$700,095
Previous $577,000 4.16%
% of portfolio
0.53%
Previous 0.51%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 26, 2024

SELL
$67.77 - $80.71 $20,331 - $24,212
-300 Reduced 3.73%
7,753 $601,000
Q4 2023

Feb 09, 2024

BUY
$62.71 - $73.08 $11,601 - $13,519
185 Added 2.35%
8,053 $564,000
Q3 2023

Oct 30, 2023

SELL
$64.72 - $73.09 $21,034 - $23,754
-325 Reduced 3.97%
7,868 $509,000
Q2 2023

Jul 21, 2023

BUY
$68.97 - $75.66 $21,587 - $23,681
313 Added 3.97%
8,193 $575,000
Q3 2022

Oct 27, 2022

SELL
$68.0 - $80.16 $14,280 - $16,833
-210 Reduced 2.6%
7,880 $536,000
Q2 2022

Jul 22, 2022

BUY
$65.39 - $76.51 $14,712 - $17,214
225 Added 2.86%
8,090 $577,000
Q1 2022

Apr 28, 2022

BUY
$62.84 - $72.51 $125,680 - $145,020
2,000 Added 34.1%
7,865 $570,000
Q4 2021

Feb 17, 2022

BUY
$61.1 - $68.58 $358,351 - $402,221
5,865 New
5,865 $402,000

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 $98.3B
  • 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 Richwood Investment Advisors, LLC Portfolio

Follow Richwood 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 Richwood Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Richwood Investment Advisors, LLC with notifications on news.