A detailed history of Tru Wealth Advisors, LLC transactions in Southern CO stock. As of the latest transaction made, Tru Wealth Advisors, LLC holds 5,437 shares of SO stock, worth $480,739. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,437
Previous 5,332 1.97%
Holding current value
$480,739
Previous $382,000 10.21%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Jul 16, 2024

BUY
$67.77 - $80.71 $7,115 - $8,474
105 Added 1.97%
5,437 $421,000
Q1 2024

Apr 15, 2024

BUY
$66.25 - $72.24 $17,026 - $18,565
257 Added 5.06%
5,332 $382,000
Q4 2023

Jan 10, 2024

SELL
$62.71 - $73.08 $8,215 - $9,573
-131 Reduced 2.52%
5,075 $355,000
Q3 2023

Oct 10, 2023

BUY
$64.72 - $73.09 $8,154 - $9,209
126 Added 2.48%
5,206 $336,000
Q1 2023

Apr 25, 2023

BUY
$62.32 - $72.5 $84,318 - $98,092
1,353 Added 36.3%
5,080 $353,000
Q4 2022

Jan 27, 2023

SELL
$63.44 - $72.26 $13,449 - $15,319
-212 Reduced 5.38%
3,727 $0
Q3 2022

Oct 24, 2022

BUY
$68.0 - $80.16 $136 - $160
2 Added 0.05%
3,939 $268,000
Q2 2022

Jul 22, 2022

BUY
$65.39 - $76.51 $19,747 - $23,106
302 Added 8.31%
3,937 $281,000
Q1 2022

Apr 27, 2022

BUY
$62.84 - $72.51 $125 - $145
2 Added 0.06%
3,635 $264,000
Q4 2021

Jan 19, 2022

BUY
$61.1 - $68.58 $122 - $137
2 Added 0.06%
3,633 $249,000
Q3 2021

Oct 29, 2021

BUY
$61.34 - $67.32 $122 - $134
2 Added 0.06%
3,631 $225,000
Q2 2021

Jul 29, 2021

BUY
$60.46 - $66.42 $302 - $332
5 Added 0.14%
3,629 $220,000
Q1 2021

May 10, 2021

BUY
$56.72 - $62.32 $7,713 - $8,475
136 Added 3.9%
3,624 $225,000
Q4 2020

Jan 26, 2021

BUY
$54.62 - $64.17 $190,514 - $223,824
3,488 New
3,488 $214,000

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 $96.3B
  • 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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