A detailed history of Strategic Wealth Partners, Ltd. transactions in Southern CO stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 7,380 shares of SO stock, worth $572,466. This represents 0.06% of its overall portfolio holdings.

Number of Shares
7,380
Previous 7,081 4.22%
Holding current value
$572,466
Previous $496,000 6.65%
% of portfolio
0.06%
Previous 0.06%

Shares

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

May 20, 2024

BUY
$66.25 - $72.24 $19,808 - $21,599
299 Added 4.22%
7,380 $529,000
Q4 2023

May 20, 2024

BUY
$62.71 - $73.08 $444,049 - $517,479
7,081 New
7,081 $496,000
Q4 2019

Jan 30, 2020

SELL
$60.33 - $63.86 $176,284 - $186,598
-2,922 Closed
0 $0
Q3 2019

Oct 28, 2019

BUY
$54.84 - $61.98 $1,974 - $2,231
36 Added 1.25%
2,922 $24.9 Million
Q2 2019

Aug 06, 2019

BUY
$51.2 - $56.28 $13,824 - $15,195
270 Added 10.32%
2,886 $159,000
Q1 2019

May 14, 2019

BUY
$43.72 - $52.53 $87 - $105
2 Added 0.08%
2,616 $134,000
Q4 2018

Jan 24, 2019

BUY
$42.79 - $47.56 $1,882 - $2,092
44 Added 1.71%
2,614 $114,000
Q3 2018

Dec 06, 2018

SELL
$42.66 - $49.08 $35,237 - $40,540
-826 Reduced 24.32%
2,570 $112,000
Q2 2018

Sep 04, 2018

SELL
$42.73 - $46.6 $459,902 - $501,555
-10,763 Reduced 76.02%
3,396 $157,000
Q1 2018

Jul 13, 2018

BUY
$42.92 - $47.2 $607,704 - $668,304
14,159 New
14,159 $632,000

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 $84.4B
  • 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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