A detailed history of Sheets Smith Wealth Management transactions in Southern CO stock. As of the latest transaction made, Sheets Smith Wealth Management holds 13,789 shares of SO stock, worth $1.23 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
13,789
Previous 14,441 4.51%
Holding current value
$1.23 Million
Previous $1.04 Million 3.29%
% of portfolio
0.13%
Previous 0.12%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024

SELL
$67.77 - $80.71 $44,186 - $52,622
-652 Reduced 4.51%
13,789 $1.07 Million
Q1 2024

May 08, 2024

BUY
$66.25 - $72.24 $5,432 - $5,923
82 Added 0.57%
14,441 $1.04 Million
Q4 2023

Feb 06, 2024

SELL
$62.71 - $73.08 $42,893 - $49,986
-684 Reduced 4.55%
14,359 $1.01 Million
Q3 2023

Oct 23, 2023

BUY
$64.72 - $73.09 $19,610 - $22,146
303 Added 2.06%
15,043 $973,000
Q2 2023

Aug 09, 2023

SELL
$68.97 - $75.66 $12,138 - $13,316
-176 Reduced 1.18%
14,740 $1.04 Million
Q1 2023

May 26, 2023

BUY
$62.32 - $72.5 $925,202 - $1.08 Million
14,846 Added 21208.57%
14,916 $1.04 Million
Q1 2023

May 12, 2023

SELL
$62.32 - $72.5 $965,648 - $1.12 Million
-15,495 Reduced 99.55%
70 $4,000
Q4 2022

Mar 08, 2023

BUY
$63.44 - $72.26 $33,750 - $38,442
532 Added 3.54%
15,565 $1.11 Million
Q3 2022

Nov 01, 2022

SELL
$68.0 - $80.16 $27,336 - $32,224
-402 Reduced 2.6%
15,033 $1.02 Million
Q2 2022

Jul 27, 2022

SELL
$65.39 - $76.51 $213,825 - $250,187
-3,270 Reduced 17.48%
15,435 $1.1 Million
Q1 2022

May 02, 2022

SELL
$62.84 - $72.51 $60,829 - $70,189
-968 Reduced 4.92%
18,705 $1.36 Million
Q4 2021

Jan 20, 2022

BUY
$61.1 - $68.58 $1,588 - $1,783
26 Added 0.13%
19,673 $1.35 Million
Q3 2021

Oct 15, 2021

SELL
$61.34 - $67.32 $52,813 - $57,962
-861 Reduced 4.2%
19,647 $1.22 Million
Q2 2021

Aug 03, 2021

SELL
$60.46 - $66.42 $16,142 - $17,734
-267 Reduced 1.29%
20,508 $1.24 Million
Q1 2021

Apr 23, 2021

BUY
$56.72 - $62.32 $8,678 - $9,534
153 Added 0.74%
20,775 $1.29 Million
Q4 2020

Jan 13, 2021

SELL
$54.62 - $64.17 $43,805 - $51,464
-802 Reduced 3.74%
20,622 $1.27 Million
Q3 2020

Oct 26, 2020

BUY
$51.56 - $55.78 $45,115 - $48,807
875 Added 4.26%
21,424 $1.16 Million
Q2 2020

Jul 17, 2020

BUY
$50.14 - $60.33 $128,558 - $154,686
2,564 Added 14.26%
20,549 $1.07 Million
Q1 2020

Apr 28, 2020

SELL
$43.23 - $70.85 $119,920 - $196,537
-2,774 Reduced 13.36%
17,985 $974,000
Q4 2019

Jan 24, 2020

BUY
$60.33 - $63.86 $7,842 - $8,301
130 Added 0.63%
20,759 $1.32 Million
Q3 2019

Oct 28, 2019

BUY
$54.84 - $61.98 $7,513 - $8,491
137 Added 0.67%
20,629 $1.27 Million
Q2 2019

Jul 12, 2019

BUY
$51.2 - $56.28 $3,993 - $4,389
78 Added 0.38%
20,492 $1.13 Million
Q1 2019

May 13, 2019

BUY
$43.72 - $52.53 $10,580 - $12,712
242 Added 1.2%
20,414 $1.06 Million
Q4 2018

Jan 11, 2019

BUY
$42.79 - $47.56 $70,261 - $78,093
1,642 Added 8.86%
20,172 $886,000
Q3 2018

Oct 15, 2018

BUY
$42.66 - $49.08 $9,811 - $11,288
230 Added 1.26%
18,530 $808,000
Q2 2018

Jul 26, 2018

BUY
$42.73 - $46.6 $88,194 - $96,182
2,064 Added 12.71%
18,300 $847,000
Q1 2018

Apr 09, 2018

BUY
$42.92 - $47.2 $139,747 - $153,683
3,256 Added 25.08%
16,236 $725,000
Q4 2017

Jan 12, 2018

BUY
$48.05 - $53.25 $9,850 - $10,916
205 Added 1.6%
12,980 $624,000
Q3 2017

Oct 12, 2017

BUY
$47.92 - $50.64 $612,178 - $646,926
12,775
12,775 $628,000

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 $97.4B
  • 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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