A detailed history of Triad Financial Advisors, Inc. transactions in Southern CO stock. As of the latest transaction made, Triad Financial Advisors, Inc. holds 4,555 shares of SO stock, worth $355,472. This represents 0.11% of its overall portfolio holdings.

Number of Shares
4,555
Previous 4,527 0.62%
Holding current value
$355,472
Previous $318,000 7.55%
% of portfolio
0.11%
Previous 0.13%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 02, 2023

BUY
$64.72 - $73.09 $1,812 - $2,046
28 Added 0.62%
4,555 $294,000
Q2 2023

Jul 31, 2023

BUY
$68.97 - $75.66 $137 - $151
2 Added 0.04%
4,527 $318,000
Q1 2023

May 05, 2023

SELL
$62.32 - $72.5 $6,169 - $7,177
-99 Reduced 2.14%
4,525 $314,000
Q4 2022

Feb 14, 2023

SELL
$63.44 - $72.26 $8,183 - $9,321
-129 Reduced 2.71%
4,624 $330,000
Q3 2022

Nov 04, 2022

SELL
$68.0 - $80.16 $1,972 - $2,324
-29 Reduced 0.61%
4,753 $323,000
Q2 2022

Aug 11, 2022

BUY
$65.39 - $76.51 $1,111 - $1,300
17 Added 0.36%
4,782 $341,000
Q1 2022

May 09, 2022

BUY
$62.84 - $72.51 $3,456 - $3,988
55 Added 1.17%
4,765 $346,000
Q4 2021

May 09, 2022

BUY
$61.1 - $68.58 $287,781 - $323,011
4,710 New
4,710 $323,000

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 $85B
  • 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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