A detailed history of Robertson Stephens Wealth Management, LLC transactions in Southern CO stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 6,006 shares of SO stock, worth $538,978. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,006
Previous 4,585 30.99%
Holding current value
$538,978
Previous $355,000 52.39%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 12, 2024

BUY
$77.0 - $90.52 $109,417 - $128,628
1,421 Added 30.99%
6,006 $541,000
Q2 2024

Aug 13, 2024

BUY
$67.77 - $80.71 $50,149 - $59,725
740 Added 19.25%
4,585 $355,000
Q1 2024

May 15, 2024

SELL
$66.25 - $72.24 $1,391 - $1,517
-21 Reduced 0.54%
3,845 $275,000
Q4 2023

Feb 06, 2024

SELL
$62.71 - $73.08 $46,279 - $53,933
-738 Reduced 16.03%
3,866 $271,000
Q3 2023

Nov 13, 2023

BUY
$64.72 - $73.09 $388 - $438
6 Added 0.13%
4,604 $297,000
Q2 2023

Aug 11, 2023

SELL
$68.97 - $75.66 $11,517 - $12,635
-167 Reduced 3.5%
4,598 $323,000
Q1 2023

May 11, 2023

BUY
$62.32 - $72.5 $59,204 - $68,875
950 Added 24.9%
4,765 $331,000
Q4 2022

Feb 14, 2023

BUY
$63.44 - $72.26 $3,235 - $3,685
51 Added 1.35%
3,815 $272,000
Q1 2022

May 16, 2022

BUY
$62.84 - $72.51 $5,655 - $6,525
90 Added 2.45%
3,764 $272,000
Q4 2021

Feb 14, 2022

BUY
$61.1 - $68.58 $3,177 - $3,566
52 Added 1.44%
3,674 $251,000
Q3 2021

Nov 10, 2021

SELL
$61.34 - $67.32 $3,067 - $3,365
-50 Reduced 1.36%
3,622 $224,000
Q2 2021

Aug 17, 2021

BUY
$60.46 - $66.42 $362 - $398
6 Added 0.16%
3,672 $222,000
Q1 2021

May 07, 2021

BUY
$56.72 - $62.32 $2,495 - $2,742
44 Added 1.21%
3,666 $227,000
Q4 2020

Feb 10, 2021

SELL
$54.62 - $64.17 $7,373 - $8,662
-135 Reduced 3.59%
3,622 $222,000
Q3 2020

Nov 10, 2020

BUY
$51.56 - $55.78 $193,710 - $209,565
3,757 New
3,757 $203,000

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 $97.7B
  • 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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