A detailed history of Stiles Financial Services Inc transactions in Southern CO stock. As of the latest transaction made, Stiles Financial Services Inc holds 9,615 shares of SO stock, worth $785,160. This represents 0.28% of its overall portfolio holdings.

Number of Shares
9,615
Previous 7,207 33.41%
Holding current value
$785,160
Previous $505,000 36.44%
% of portfolio
0.28%
Previous 0.23%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024

BUY
$66.25 - $72.24 $159,530 - $173,953
2,408 Added 33.41%
9,615 $689,000
Q4 2023

Jan 26, 2024

BUY
$62.71 - $73.08 $88,483 - $103,115
1,411 Added 24.34%
7,207 $505,000
Q3 2023

Nov 08, 2023

BUY
$64.72 - $73.09 $88,148 - $99,548
1,362 Added 30.72%
5,796 $375,000
Q2 2023

Jul 21, 2023

SELL
$68.97 - $75.66 $9,862 - $10,819
-143 Reduced 3.12%
4,434 $311,000
Q1 2023

May 11, 2023

BUY
$62.32 - $72.5 $2,555 - $2,972
41 Added 0.9%
4,577 $318,000
Q4 2022

Jan 27, 2023

BUY
$63.44 - $72.26 $29,689 - $33,817
468 Added 11.5%
4,536 $0
Q3 2022

Nov 02, 2022

BUY
$68.0 - $80.16 $8,908 - $10,500
131 Added 3.33%
4,068 $277,000
Q2 2022

Jul 26, 2022

BUY
$65.39 - $76.51 $2,157 - $2,524
33 Added 0.85%
3,937 $281,000
Q1 2022

May 06, 2022

BUY
$62.84 - $72.51 $2,262 - $2,610
36 Added 0.93%
3,904 $283,000
Q4 2021

Feb 09, 2022

BUY
$61.1 - $68.58 $236,334 - $265,267
3,868 New
3,868 $265,000

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 $88.9B
  • 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 Stiles Financial Services Inc Portfolio

Follow Stiles Financial Services Inc 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 Stiles Financial Services Inc, based on Form 13F filings with the SEC.

News

Stay updated on Stiles Financial Services Inc with notifications on news.