A detailed history of Spartan Planning & Wealth Management transactions in Southern CO stock. As of the latest transaction made, Spartan Planning & Wealth Management holds 1,398 shares of SO stock, worth $108,764. This represents 0.11% of its overall portfolio holdings.

Number of Shares
1,398
Previous 3 46500.0%
Holding current value
$108,764
Previous $0 Infinity%
% of portfolio
0.11%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Mar 12, 2024

BUY
$62.71 - $73.08 $87,480 - $101,946
1,395 Added 46500.0%
1,398 $98,000
Q3 2023

Nov 17, 2023

SELL
$64.72 - $73.09 $18,315 - $20,684
-283 Reduced 98.95%
3 $0
Q4 2022

Feb 01, 2023

SELL
$63.44 - $72.26 $27,215 - $30,999
-429 Reduced 60.0%
286 $20,000
Q3 2022

Nov 01, 2022

BUY
$68.0 - $80.16 $4,624 - $5,450
68 Added 10.51%
715 $49,000
Q2 2022

Aug 10, 2022

BUY
$65.39 - $76.51 $12,031 - $14,077
184 Added 39.74%
647 $46,000
Q1 2022

May 16, 2022

BUY
$62.84 - $72.51 $29,094 - $33,572
463 New
463 $33,000

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 $84.7B
  • 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
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