A detailed history of Rockbridge Investment Management, Lcc transactions in Southern CO stock. As of the latest transaction made, Rockbridge Investment Management, Lcc holds 2,275 shares of SO stock, worth $188,916. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,275
Holding current value
$188,916
% of portfolio
0.03%

Shares

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

Nov 01, 2024

BUY
$77.0 - $90.52 $175,175 - $205,933
2,275 New
2,275 $205 Million
Q4 2023

Feb 14, 2024

BUY
$62.71 - $73.08 $94,065 - $109,620
1,500 Added 193.55%
2,275 $160 Million
Q3 2022

May 28, 2024

SELL
$68.0 - $80.16 $52,700 - $62,124
-775 Closed
0 $0
Q1 2022

May 28, 2024

BUY
$62.84 - $72.51 $48,701 - $56,195
775 New
775 $56,000
Q4 2021

Feb 14, 2022

BUY
$61.1 - $68.58 $1,527 - $1,714
25 Added 3.33%
775 $53,000
Q1 2021

May 20, 2021

SELL
$56.72 - $62.32 $90,752 - $99,712
-1,600 Reduced 68.09%
750 $47,000
Q4 2020

Mar 04, 2021

BUY
$54.62 - $64.17 $98,316 - $115,506
1,800 Added 327.27%
2,350 $144,000
Q3 2020

Nov 03, 2020

SELL
$51.56 - $55.78 $15,313 - $16,566
-297 Reduced 35.06%
550 $30,000
Q2 2020

Aug 20, 2020

BUY
$50.14 - $60.33 $42,468 - $51,099
847 New
847 $44,000

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 $90.4B
  • 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
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