A detailed history of Soltis Investment Advisors LLC transactions in Southern CO stock. As of the latest transaction made, Soltis Investment Advisors LLC holds 3,023 shares of SO stock, worth $251,029. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,023
Previous 2,592 16.63%
Holding current value
$251,029
Previous $201,000 35.32%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Nov 18, 2024

BUY
$77.0 - $90.52 $33,187 - $39,014
431 Added 16.63%
3,023 $272,000
Q2 2024

Aug 12, 2024

BUY
$67.77 - $80.71 $175,659 - $209,200
2,592 New
2,592 $201,000
Q2 2022

Aug 11, 2022

SELL
$65.39 - $76.51 $345,063 - $403,743
-5,277 Closed
0 $0
Q1 2022

May 06, 2022

SELL
$62.84 - $72.51 $1.77 Million - $2.04 Million
-28,190 Reduced 84.23%
5,277 $383,000
Q4 2021

Feb 09, 2022

BUY
$61.1 - $68.58 $150,611 - $169,049
2,465 Added 7.95%
33,467 $2.3 Million
Q3 2021

Nov 09, 2021

BUY
$61.34 - $67.32 $118,202 - $129,725
1,927 Added 6.63%
31,002 $1.92 Million
Q2 2021

Aug 04, 2021

BUY
$60.46 - $66.42 $259,373 - $284,941
4,290 Added 17.31%
29,075 $1.76 Million
Q1 2021

May 11, 2021

BUY
$56.72 - $62.32 $310,825 - $341,513
5,480 Added 28.39%
24,785 $1.54 Million
Q4 2020

Feb 10, 2021

BUY
$54.62 - $64.17 $199,745 - $234,669
3,657 Added 23.37%
19,305 $1.19 Million
Q3 2020

Oct 28, 2020

BUY
$51.56 - $55.78 $246,766 - $266,963
4,786 Added 44.06%
15,648 $848,000
Q2 2020

Aug 12, 2020

BUY
$50.14 - $60.33 $241,624 - $290,730
4,819 Added 79.75%
10,862 $563,000
Q1 2020

May 07, 2020

BUY
$43.23 - $70.85 $37,566 - $61,568
869 Added 16.8%
6,043 $327,000
Q4 2019

Feb 12, 2020

BUY
$60.33 - $63.86 $312,147 - $330,411
5,174 New
5,174 $330,000

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 $90.4B
  • 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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