A detailed history of Simon Quick Advisors, LLC transactions in Southern CO stock. As of the latest transaction made, Simon Quick Advisors, LLC holds 4,586 shares of SO stock, worth $403,246. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,586
Previous 3,891 17.86%
Holding current value
$403,246
Previous $301,000 37.21%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Oct 15, 2024

BUY
$77.0 - $90.52 $53,515 - $62,911
695 Added 17.86%
4,586 $413,000
Q2 2024

Aug 02, 2024

BUY
$67.77 - $80.71 $73,056 - $87,005
1,078 Added 38.32%
3,891 $301,000
Q1 2024

Apr 19, 2024

BUY
$66.25 - $72.24 $186,361 - $203,211
2,813 New
2,813 $201,000
Q2 2022

Aug 08, 2022

SELL
$65.39 - $76.51 $44,399 - $51,950
-679 Closed
0 $0
Q1 2022

May 05, 2022

BUY
$62.84 - $72.51 $251 - $290
4 Added 0.59%
679 $49,000
Q4 2021

Feb 08, 2022

SELL
$61.1 - $68.58 $977 - $1,097
-16 Reduced 2.32%
675 $46,000
Q3 2021

Oct 27, 2021

SELL
$61.34 - $67.32 $77,963 - $85,563
-1,271 Reduced 64.78%
691 $42,000
Q2 2021

Jul 21, 2021

SELL
$60.46 - $66.42 $34,038 - $37,394
-563 Reduced 22.3%
1,962 $118,000
Q1 2021

May 06, 2021

BUY
$56.72 - $62.32 $114,858 - $126,198
2,025 Added 405.0%
2,525 $156,000
Q4 2020

Jan 27, 2021

BUY
$54.62 - $64.17 $27,310 - $32,085
500 New
500 $31,000
Q1 2020

Apr 09, 2020

SELL
$43.23 - $70.85 $8,818 - $14,453
-204 Closed
0 $0
Q4 2019

Jan 06, 2020

BUY
$60.33 - $63.86 $12,307 - $13,027
204 New
204 $13,000

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 $95.7B
  • 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 Simon Quick Advisors, LLC Portfolio

Follow Simon Quick Advisors, 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 Simon Quick Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Simon Quick Advisors, LLC with notifications on news.