A detailed history of Ritholtz Wealth Management transactions in Southern CO stock. As of the latest transaction made, Ritholtz Wealth Management holds 13,653 shares of SO stock, worth $1.2 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
13,653
Previous 11,177 22.15%
Holding current value
$1.2 Million
Previous $866,000 42.15%
% of portfolio
0.04%
Previous 0.03%

Shares

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

Oct 10, 2024

BUY
$77.0 - $90.52 $190,652 - $224,127
2,476 Added 22.15%
13,653 $1.23 Million
Q2 2024

Jul 31, 2024

BUY
$67.77 - $80.71 $136,963 - $163,114
2,021 Added 22.07%
11,177 $866,000
Q1 2024

Apr 24, 2024

SELL
$66.25 - $72.24 $4,968 - $5,418
-75 Reduced 0.81%
9,156 $656,000
Q4 2023

Jan 18, 2024

BUY
$62.71 - $73.08 $78,136 - $91,057
1,246 Added 15.6%
9,231 $647,000
Q3 2023

Oct 13, 2023

SELL
$64.72 - $73.09 $182,639 - $206,259
-2,822 Reduced 26.11%
7,985 $516,000
Q2 2023

Jul 14, 2023

BUY
$68.97 - $75.66 $29,312 - $32,155
425 Added 4.09%
10,807 $759,000
Q1 2023

Apr 19, 2023

SELL
$62.32 - $72.5 $47,737 - $55,535
-766 Reduced 6.87%
10,382 $722,000
Q4 2022

Jan 18, 2023

SELL
$63.44 - $72.26 $572,038 - $651,568
-9,017 Reduced 44.72%
11,148 $0
Q3 2022

Oct 18, 2022

BUY
$68.0 - $80.16 $603,772 - $711,740
8,879 Added 78.67%
20,165 $1.37 Million
Q2 2022

Jul 15, 2022

BUY
$65.39 - $76.51 $159,159 - $186,225
2,434 Added 27.5%
11,286 $805,000
Q1 2022

Apr 14, 2022

BUY
$62.84 - $72.51 $68,998 - $79,615
1,098 Added 14.16%
8,852 $642,000
Q4 2021

Jan 18, 2022

BUY
$61.1 - $68.58 $35,132 - $39,433
575 Added 8.01%
7,754 $532,000
Q3 2021

Oct 14, 2021

SELL
$61.34 - $67.32 $26,928 - $29,553
-439 Reduced 5.76%
7,179 $445,000
Q2 2021

Jul 20, 2021

BUY
$60.46 - $66.42 $74,547 - $81,895
1,233 Added 19.31%
7,618 $461,000
Q1 2021

May 12, 2021

SELL
$56.72 - $62.32 $22,290 - $24,491
-393 Reduced 5.8%
6,385 $397,000
Q4 2020

Jan 19, 2021

BUY
$54.62 - $64.17 $370,214 - $434,944
6,778 New
6,778 $416,000

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 $95.8B
  • 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 Ritholtz Wealth Management Portfolio

Follow Ritholtz Wealth Management 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 Ritholtz Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Ritholtz Wealth Management with notifications on news.