A detailed history of Simplicity Wealth,Llc transactions in Southern CO stock. As of the latest transaction made, Simplicity Wealth,Llc holds 3,075 shares of SO stock, worth $269,370. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,075
Previous 28,027 89.03%
Holding current value
$269,370
Previous $2.17 Million 87.26%
% of portfolio
0.03%
Previous 0.05%

Shares

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

Oct 09, 2024

SELL
$77.0 - $90.52 $1.92 Million - $2.26 Million
-24,952 Reduced 89.03%
3,075 $277,000
Q2 2024

Jul 10, 2024

BUY
$67.77 - $80.71 $123,476 - $147,053
1,822 Added 6.95%
28,027 $2.17 Million
Q1 2024

Apr 24, 2024

BUY
$66.25 - $72.24 $1.74 Million - $1.89 Million
26,205 New
26,205 $1.88 Million
Q1 2023

Apr 27, 2023

SELL
$62.32 - $72.5 $1,246 - $1,450
-20 Reduced 0.21%
9,637 $670,000
Q4 2022

Feb 15, 2023

BUY
$63.44 - $72.26 $1,459 - $1,661
23 Added 0.24%
9,657 $689,000
Q4 2021

Feb 25, 2022

BUY
$61.1 - $68.58 $588,637 - $660,699
9,634 New
9,634 $661,000

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 $95.4B
  • 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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