A detailed history of Us Advisors Wealth Management, LLC transactions in Southern CO stock. As of the latest transaction made, Us Advisors Wealth Management, LLC holds 3,178 shares of SO stock, worth $285,193. This represents 0.1% of its overall portfolio holdings.

Number of Shares
3,178
Previous 3,354 5.25%
Holding current value
$285,193
Previous $260,000 10.0%
% of portfolio
0.1%
Previous 0.09%

Shares

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

Nov 07, 2024

SELL
$77.0 - $90.52 $13,552 - $15,931
-176 Reduced 5.25%
3,178 $286,000
Q2 2024

Aug 06, 2024

BUY
$67.77 - $80.71 $4,066 - $4,842
60 Added 1.82%
3,354 $260,000
Q1 2024

May 02, 2024

BUY
$66.25 - $72.24 $8,413 - $9,174
127 Added 4.01%
3,294 $234,000
Q4 2023

Feb 12, 2024

BUY
$62.71 - $73.08 $198,602 - $231,444
3,167 New
3,167 $222,000
Q2 2022

Aug 12, 2022

SELL
$65.39 - $76.51 $184,399 - $215,758
-2,820 Closed
0 $0
Q1 2022

Jun 08, 2022

SELL
$62.84 - $72.51 $56,178 - $64,823
-894 Reduced 24.07%
2,820 $204,000
Q4 2021

Feb 14, 2022

BUY
$61.1 - $68.58 $22,179 - $24,894
363 Added 10.83%
3,714 $255,000
Q3 2021

Nov 03, 2021

BUY
$61.34 - $67.32 $205,550 - $225,589
3,351 New
3,351 $208,000

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 $97.7B
  • 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
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