A detailed history of Thrive Wealth Management, LLC transactions in Southern CO stock. As of the latest transaction made, Thrive Wealth Management, LLC holds 6,562 shares of SO stock, worth $588,873. This represents 0.11% of its overall portfolio holdings.

Number of Shares
6,562
Previous 7,812 16.0%
Holding current value
$588,873
Previous $605,000 2.31%
% of portfolio
0.11%
Previous 0.12%

Shares

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

Oct 04, 2024

SELL
$77.0 - $90.52 $96,250 - $113,150
-1,250 Reduced 16.0%
6,562 $591,000
Q2 2024

Jul 12, 2024

BUY
$67.77 - $80.71 $16,129 - $19,208
238 Added 3.14%
7,812 $605,000
Q1 2024

Apr 15, 2024

BUY
$66.25 - $72.24 $10,202 - $11,124
154 Added 2.08%
7,574 $543,000
Q4 2023

Jan 09, 2024

SELL
$62.71 - $73.08 $59,010 - $68,768
-941 Reduced 11.25%
7,420 $520,000
Q3 2023

Oct 13, 2023

BUY
$64.72 - $73.09 $53,911 - $60,883
833 Added 11.07%
8,361 $541,000
Q2 2023

Jul 11, 2023

BUY
$68.97 - $75.66 $68,142 - $74,752
988 Added 15.11%
7,528 $528,000
Q1 2023

Apr 07, 2023

BUY
$62.32 - $72.5 $86,500 - $100,630
1,388 Added 26.94%
6,540 $455,000
Q4 2022

Jan 25, 2023

BUY
$63.44 - $72.26 $32,671 - $37,213
515 Added 11.11%
5,152 $0
Q3 2022

Oct 24, 2022

BUY
$68.0 - $80.16 $22,372 - $26,372
329 Added 7.64%
4,637 $315,000
Q2 2022

Jul 11, 2022

SELL
$65.39 - $76.51 $12,751 - $14,919
-195 Reduced 4.33%
4,308 $307,000
Q1 2022

May 02, 2022

SELL
$62.84 - $72.51 $23,125 - $26,683
-368 Reduced 7.55%
4,503 $326,000
Q4 2021

Feb 14, 2022

BUY
$61.1 - $68.58 $297,618 - $334,053
4,871 New
4,871 $334,000

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 $97.7B
  • 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
Track This Portfolio

Track Thrive Wealth Management, LLC Portfolio

Follow Thrive Wealth Management, 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 Thrive Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Thrive Wealth Management, LLC with notifications on news.