A detailed history of Summitry LLC transactions in Southern CO stock. As of the latest transaction made, Summitry LLC holds 6,100 shares of SO stock, worth $506,422. This represents 0.03% of its overall portfolio holdings.

Number of Shares
6,100
Previous 6,100 -0.0%
Holding current value
$506,422
Previous $473,000 16.28%
% of portfolio
0.03%
Previous 0.03%

Shares

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

May 06, 2024

SELL
$66.25 - $72.24 $89,437 - $97,524
-1,350 Reduced 18.12%
6,100 $437,000
Q4 2022

Feb 09, 2023

SELL
$63.44 - $72.26 $87,166 - $99,285
-1,374 Reduced 15.57%
7,450 $532,000
Q3 2022

Nov 09, 2022

BUY
$68.0 - $80.16 $93,432 - $110,139
1,374 Added 18.44%
8,824 $600,000
Q4 2021

Feb 10, 2022

BUY
$61.1 - $68.58 $455,195 - $510,921
7,450 New
7,450 $511,000
Q2 2021

Aug 13, 2021

SELL
$60.46 - $66.42 $504,841 - $554,607
-8,350 Closed
0 $0
Q1 2021

May 12, 2021

BUY
$56.72 - $62.32 $51,048 - $56,088
900 Added 12.08%
8,350 $519,000
Q4 2019

Feb 07, 2020

SELL
$60.33 - $63.86 $6,033 - $6,386
-100 Reduced 1.32%
7,450 $475,000
Q3 2019

Nov 05, 2019

BUY
$54.84 - $61.98 $1,645 - $1,859
30 Added 0.4%
7,550 $466,000
Q4 2018

Feb 08, 2019

BUY
$42.79 - $47.56 $2,995 - $3,329
70 Added 0.94%
7,520 $330,000
Q3 2017

Nov 02, 2017

BUY
$47.92 - $50.64 $357,004 - $377,268
7,450
7,450 $366,000

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
Track This Portfolio

Track Summitry LLC Portfolio

Follow Summitry LLC 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 Summitry LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summitry LLC with notifications on news.