A detailed history of True Wealth Design, LLC transactions in Southern CO stock. As of the latest transaction made, True Wealth Design, LLC holds 28 shares of SO stock, worth $2,506. This represents 0.0% of its overall portfolio holdings.

Number of Shares
28
Previous 21 33.33%
Holding current value
$2,506
Previous $1.51 Million 44.13%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$67.77 - $80.71 $474 - $564
7 Added 33.33%
28 $2.17 Million
Q1 2024

May 14, 2024

BUY
$66.25 - $72.24 $596 - $650
9 Added 75.0%
21 $1.51 Million
Q4 2022

Feb 15, 2023

BUY
$63.44 - $72.26 $761 - $867
12 New
12 $857,000

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 $97.4B
  • 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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