A detailed history of Trajan Wealth LLC transactions in Southern CO stock. As of the latest transaction made, Trajan Wealth LLC holds 53,225 shares of SO stock, worth $4.43 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares
53,225
Previous 54,804 2.88%
Holding current value
$4.43 Million
Previous $4.25 Billion 12.91%
% of portfolio
0.28%
Previous 0.27%

Shares

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

Oct 25, 2024

SELL
$77.0 - $90.52 $121,583 - $142,931
-1,579 Reduced 2.88%
53,225 $4.8 Billion
Q2 2024

Jul 26, 2024

SELL
$67.77 - $80.71 $39,509 - $47,053
-583 Reduced 1.05%
54,804 $4.25 Billion
Q1 2024

May 14, 2024

BUY
$66.25 - $72.24 $3.67 Million - $4 Million
55,387 New
55,387 $3.97 Billion

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 $90.7B
  • 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 Trajan Wealth LLC Portfolio

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

News

Stay updated on Trajan Wealth LLC with notifications on news.