A detailed history of Sea Crest Wealth Management, LLC transactions in Southern CO stock. As of the latest transaction made, Sea Crest Wealth Management, LLC holds 16,458 shares of SO stock, worth $1.43 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
16,458
Previous 16,843 2.29%
Holding current value
$1.43 Million
Previous $1.31 Million 13.63%
% of portfolio
0.16%
Previous 0.15%

Shares

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

Oct 16, 2024

SELL
$77.0 - $90.52 $29,645 - $34,850
-385 Reduced 2.29%
16,458 $1.48 Million
Q2 2024

Jul 19, 2024

BUY
$67.77 - $80.71 $4,676 - $5,568
69 Added 0.41%
16,843 $1.31 Million
Q1 2024

Apr 18, 2024

SELL
$66.25 - $72.24 $219,420 - $239,258
-3,312 Reduced 16.49%
16,774 $1.2 Million
Q4 2023

Jan 18, 2024

BUY
$62.71 - $73.08 $25,209 - $29,378
402 Added 2.04%
20,086 $1.41 Million
Q3 2023

Oct 12, 2023

BUY
$64.72 - $73.09 $28,347 - $32,013
438 Added 2.28%
19,684 $1.27 Million
Q2 2023

Jul 14, 2023

BUY
$68.97 - $75.66 $28,898 - $31,701
419 Added 2.23%
19,246 $1.35 Million
Q1 2023

May 11, 2023

BUY
$62.32 - $72.5 $188,393 - $219,167
3,023 Added 19.13%
18,827 $1.31 Million
Q4 2022

Feb 14, 2023

SELL
$63.44 - $72.26 $362,052 - $412,387
-5,707 Reduced 26.53%
15,804 $1.13 Million
Q3 2022

Nov 14, 2022

BUY
$68.0 - $80.16 $35,768 - $42,164
526 Added 2.51%
21,511 $1.46 Million
Q2 2022

Aug 09, 2022

BUY
$65.39 - $76.51 $98,215 - $114,918
1,502 Added 7.71%
20,985 $1.5 Million
Q1 2022

May 16, 2022

BUY
$62.84 - $72.51 $12,128 - $13,994
193 Added 1.0%
19,483 $1.41 Million
Q4 2021

Feb 11, 2022

BUY
$61.1 - $68.58 $36,721 - $41,216
601 Added 3.22%
19,290 $1.32 Million
Q3 2021

Nov 16, 2021

BUY
$61.34 - $67.32 $5,520 - $6,058
90 Added 0.48%
18,689 $1.16 Million
Q2 2021

Aug 12, 2021

SELL
$60.46 - $66.42 $14,812 - $16,272
-245 Reduced 1.3%
18,599 $1.13 Million
Q1 2021

May 17, 2021

BUY
$56.72 - $62.32 $57,514 - $63,192
1,014 Added 5.69%
18,844 $1.17 Million
Q4 2020

Feb 09, 2021

SELL
$54.62 - $64.17 $58,498 - $68,726
-1,071 Reduced 5.67%
17,830 $1.1 Million
Q3 2020

Nov 12, 2020

SELL
$51.56 - $55.78 $39,855 - $43,117
-773 Reduced 3.93%
18,901 $1.03 Million
Q2 2020

Jul 27, 2020

BUY
$50.14 - $60.33 $145,606 - $175,198
2,904 Added 17.32%
19,674 $1.02 Million
Q1 2020

May 13, 2020

SELL
$43.23 - $70.85 $11,628 - $19,058
-269 Reduced 1.58%
16,770 $908,000
Q4 2019

Jan 22, 2020

BUY
$60.33 - $63.86 $62,320 - $65,967
1,033 Added 6.45%
17,039 $1.09 Million
Q3 2019

Oct 15, 2019

BUY
$54.84 - $61.98 $64,217 - $72,578
1,171 Added 7.89%
16,006 $989,000
Q2 2019

Jul 19, 2019

BUY
$51.2 - $56.28 $51 - $56
1 Added 0.01%
14,835 $820,000
Q1 2019

May 10, 2019

SELL
$43.72 - $52.53 $24,002 - $28,838
-549 Reduced 3.57%
14,834 $767,000
Q4 2018

Feb 13, 2019

SELL
$42.79 - $47.56 $41,206 - $45,800
-963 Reduced 5.89%
15,383 $676,000
Q3 2018

Nov 14, 2018

BUY
$42.66 - $49.08 $28,112 - $32,343
659 Added 4.2%
16,346 $713,000
Q2 2018

Aug 03, 2018

BUY
$42.73 - $46.6 $6,024 - $6,570
141 Added 0.91%
15,687 $726,000
Q1 2018

Apr 20, 2018

BUY
$42.92 - $47.2 $57,083 - $62,776
1,330 Added 9.36%
15,546 $694,000
Q4 2017

Feb 02, 2018

BUY
$48.05 - $53.25 $683,078 - $757,002
14,216
14,216 $684,000

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 $94.5B
  • 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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