A detailed history of Sage Mountain Advisors LLC transactions in Southern CO stock. As of the latest transaction made, Sage Mountain Advisors LLC holds 5,336 shares of SO stock, worth $436,378. This represents 0.04% of its overall portfolio holdings.

Number of Shares
5,336
Previous 7,159 25.46%
Holding current value
$436,378
Previous $555,000 13.33%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Oct 29, 2024

SELL
$77.0 - $90.52 $140,371 - $165,017
-1,823 Reduced 25.46%
5,336 $481,000
Q2 2024

Jul 31, 2024

BUY
$67.77 - $80.71 $162,038 - $192,977
2,391 Added 50.15%
7,159 $555,000
Q1 2024

Apr 23, 2024

SELL
$66.25 - $72.24 $22,525 - $24,561
-340 Reduced 6.66%
4,768 $342,000
Q4 2023

Feb 01, 2024

BUY
$62.71 - $73.08 $40,510 - $47,209
646 Added 14.48%
5,108 $358,000
Q3 2023

Oct 25, 2023

BUY
$64.72 - $73.09 $4,012 - $4,531
62 Added 1.41%
4,462 $288,000
Q2 2023

Jul 24, 2023

BUY
$68.97 - $75.66 $12,207 - $13,391
177 Added 4.19%
4,400 $309,000
Q1 2023

Apr 25, 2023

BUY
$62.32 - $72.5 $263,177 - $306,167
4,223 New
4,223 $293,000

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 $89B
  • 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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