A detailed history of Smith, Salley & Associates transactions in Southern CO stock. As of the latest transaction made, Smith, Salley & Associates holds 9,212 shares of SO stock, worth $822,907. This represents 0.06% of its overall portfolio holdings.

Number of Shares
9,212
Previous 6,103 50.94%
Holding current value
$822,907
Previous $473,000 75.48%
% of portfolio
0.06%
Previous 0.03%

Shares

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

Oct 24, 2024

BUY
$77.0 - $90.52 $239,393 - $281,426
3,109 Added 50.94%
9,212 $830,000
Q2 2024

Jul 29, 2024

SELL
$67.77 - $80.71 $411,838 - $490,474
-6,077 Reduced 49.89%
6,103 $473,000
Q1 2024

May 02, 2024

BUY
$66.25 - $72.24 $598,105 - $652,182
9,028 Added 286.42%
12,180 $873,000
Q4 2023

Jan 24, 2024

SELL
$62.71 - $73.08 $51,610 - $60,144
-823 Reduced 20.7%
3,152 $221,000
Q3 2023

Oct 27, 2023

BUY
$64.72 - $73.09 $257,262 - $290,532
3,975 New
3,975 $257,000
Q1 2018

May 09, 2018

SELL
$42.92 - $47.2 $207,904 - $228,636
-4,844 Closed
0 $0
Q4 2017

Feb 12, 2018

SELL
$48.05 - $53.25 $1,922 - $2,130
-40 Reduced 0.82%
4,844 $233,000
Q3 2017

Nov 02, 2017

BUY
$47.92 - $50.64 $234,041 - $247,325
4,884
4,884 $240,000

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 $97.3B
  • 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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