A detailed history of Valeo Financial Advisors, LLC transactions in Southern CO stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 14,681 shares of SO stock, worth $1.14 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
14,681
Previous 14,656 0.17%
Holding current value
$1.14 Million
Previous $1.05 Million 0.19%
% of portfolio
0.03%
Previous 0.01%

Shares

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

Apr 25, 2024

BUY
$66.25 - $72.24 $1,656 - $1,805
25 Added 0.17%
14,681 $1.05 Million
Q1 2024

Apr 19, 2024

SELL
$66.25 - $72.24 $8,082 - $8,813
-122 Reduced 0.83%
14,656 $1.05 Million
Q4 2023

Jan 29, 2024

BUY
$62.71 - $73.08 $146,615 - $170,861
2,338 Added 18.79%
14,778 $1.04 Million
Q3 2023

Oct 19, 2023

SELL
$64.72 - $73.09 $97,986 - $110,658
-1,514 Reduced 10.85%
12,440 $805,000
Q2 2023

Jul 14, 2023

BUY
$68.97 - $75.66 $197,116 - $216,236
2,858 Added 25.76%
13,954 $980,000
Q1 2023

Apr 17, 2023

BUY
$62.32 - $72.5 $17,324 - $20,155
278 Added 2.57%
11,096 $772,000
Q4 2022

Feb 09, 2023

BUY
$63.44 - $72.26 $82,218 - $93,648
1,296 Added 13.61%
10,818 $772,000
Q3 2022

Oct 31, 2022

BUY
$68.0 - $80.16 $1,836 - $2,164
27 Added 0.28%
9,522 $648,000
Q2 2022

Aug 03, 2022

SELL
$65.39 - $76.51 $11,900 - $13,924
-182 Reduced 1.88%
9,495 $677,000
Q1 2022

Apr 28, 2022

BUY
$62.84 - $72.51 $187,954 - $216,877
2,991 Added 44.74%
9,677 $702,000
Q4 2021

Jan 07, 2022

SELL
$61.1 - $68.58 $107,597 - $120,769
-1,761 Reduced 20.85%
6,686 $459,000
Q3 2021

Nov 02, 2021

BUY
$61.34 - $67.32 $2,269 - $2,490
37 Added 0.44%
8,447 $523,000
Q2 2021

Jul 22, 2021

BUY
$60.46 - $66.42 $55,260 - $60,707
914 Added 12.19%
8,410 $509,000
Q1 2021

Apr 12, 2021

SELL
$56.72 - $62.32 $23,028 - $25,301
-406 Reduced 5.14%
7,496 $466,000
Q4 2020

Feb 11, 2021

BUY
$54.62 - $64.17 $1,474 - $1,732
27 Added 0.34%
7,902 $485,000
Q3 2020

Oct 28, 2020

SELL
$51.56 - $55.78 $17,478 - $18,909
-339 Reduced 4.13%
7,875 $427,000
Q2 2020

Jul 20, 2020

BUY
$50.14 - $60.33 $25,170 - $30,285
502 Added 6.51%
8,214 $426,000
Q1 2020

Apr 13, 2020

SELL
$43.23 - $70.85 $36,659 - $60,080
-848 Reduced 9.91%
7,712 $465,000
Q4 2019

Jan 24, 2020

SELL
$60.33 - $63.86 $52,969 - $56,069
-878 Reduced 9.3%
8,560 $545,000
Q3 2019

Oct 15, 2019

SELL
$54.84 - $61.98 $105,347 - $119,063
-1,921 Reduced 16.91%
9,438 $583,000
Q2 2019

Jul 10, 2019

SELL
$51.2 - $56.28 $233,472 - $256,636
-4,560 Reduced 28.65%
11,359 $628,000
Q1 2019

Apr 12, 2019

BUY
$43.72 - $52.53 $38,386 - $46,121
878 Added 5.84%
15,919 $823,000
Q4 2018

Jan 30, 2019

BUY
$42.79 - $47.56 $19,084 - $21,211
446 Added 3.06%
15,041 $661,000
Q3 2018

Nov 01, 2018

BUY
$42.66 - $49.08 $8,958 - $10,306
210 Added 1.46%
14,595 $657,000
Q2 2018

Aug 14, 2018

BUY
$42.73 - $46.6 $142,590 - $155,504
3,337 Added 30.2%
14,385 $667,000
Q1 2018

Apr 12, 2018

BUY
$42.92 - $47.2 $133,695 - $147,028
3,115 Added 39.27%
11,048 $493,000
Q4 2017

Feb 09, 2018

SELL
$48.05 - $53.25 $32,145 - $35,624
-669 Reduced 7.78%
7,933 $382,000
Q3 2017

Nov 14, 2017

BUY
$47.92 - $50.64 $412,207 - $435,605
8,602
8,602 $423,000

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 $84.4B
  • 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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