A detailed history of Satovsky Asset Management LLC transactions in Southern CO stock. As of the latest transaction made, Satovsky Asset Management LLC holds 3,390 shares of SO stock, worth $296,353. This represents 0.07% of its overall portfolio holdings.

Number of Shares
3,390
Previous 3,363 0.8%
Holding current value
$296,353
Previous $260,000 17.31%
% of portfolio
0.07%
Previous 0.06%

Shares

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

Oct 18, 2024

BUY
$77.0 - $90.52 $2,079 - $2,444
27 Added 0.8%
3,390 $305,000
Q2 2024

Aug 02, 2024

BUY
$67.77 - $80.71 $2,033 - $2,421
30 Added 0.9%
3,363 $260,000
Q1 2024

Apr 23, 2024

BUY
$66.25 - $72.24 $2,252 - $2,456
34 Added 1.03%
3,333 $239,000
Q4 2023

Jan 23, 2024

BUY
$62.71 - $73.08 $2,006 - $2,338
32 Added 0.98%
3,299 $231,000
Q3 2023

Oct 23, 2023

BUY
$64.72 - $73.09 $2,200 - $2,485
34 Added 1.05%
3,267 $211,000
Q2 2023

Jul 28, 2023

BUY
$68.97 - $75.66 $16,001 - $17,553
232 Added 7.73%
3,233 $227,000
Q1 2023

Apr 26, 2023

BUY
$62.32 - $72.5 $1,994 - $2,320
32 Added 1.08%
3,001 $208,000
Q4 2022

Jan 24, 2023

BUY
$63.44 - $72.26 $1,903 - $2,167
30 Added 1.02%
2,969 $0
Q3 2022

Oct 21, 2022

BUY
$68.0 - $80.16 $1,700 - $2,004
25 Added 0.86%
2,939 $200,000
Q2 2022

Aug 02, 2022

BUY
$65.39 - $76.51 $1,700 - $1,989
26 Added 0.9%
2,914 $208,000
Q1 2022

May 03, 2022

BUY
$62.84 - $72.51 $181,481 - $209,408
2,888 New
2,888 $209,000

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 $95.2B
  • 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 Satovsky Asset Management LLC Portfolio

Follow Satovsky Asset Management 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 Satovsky Asset Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Satovsky Asset Management LLC with notifications on news.