A detailed history of U.S. Capital Wealth Advisors, LLC transactions in Southern CO stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 28,250 shares of SO stock, worth $2.2 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
28,250
Previous 29,046 2.74%
Holding current value
$2.2 Million
Previous $2.04 Million 0.49%
% of portfolio
0.08%
Previous 0.09%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024

SELL
$66.25 - $72.24 $52,735 - $57,503
-796 Reduced 2.74%
28,250 $2.03 Million
Q4 2023

Feb 06, 2024

BUY
$62.71 - $73.08 $1.82 Million - $2.12 Million
29,046 New
29,046 $2.04 Million
Q2 2023

Aug 04, 2023

BUY
$68.97 - $75.66 $522,378 - $573,048
7,574 New
7,574 $532,000
Q4 2022

Feb 03, 2023

BUY
$63.44 - $72.26 $2.34 Million - $2.67 Million
36,951 New
36,951 $2.64 Million
Q2 2022

Aug 12, 2022

SELL
$65.39 - $76.51 $9.13 Million - $10.7 Million
-139,672 Closed
0 $0
Q1 2022

May 12, 2022

BUY
$62.84 - $72.51 $873,098 - $1.01 Million
13,894 Added 11.05%
139,672 $10.1 Million
Q4 2021

Jan 21, 2022

SELL
$61.1 - $68.58 $35,682 - $40,050
-584 Reduced 0.46%
125,778 $8.63 Million
Q3 2021

Nov 01, 2021

BUY
$61.34 - $67.32 $7.75 Million - $8.51 Million
126,362 New
126,362 $7.83 Million

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
Track This Portfolio

Track U.S. Capital Wealth Advisors, LLC Portfolio

Follow U.S. Capital Wealth Advisors, 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 U.S. Capital Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on U.S. Capital Wealth Advisors, LLC with notifications on news.