A detailed history of Valley National Advisers Inc transactions in Southern CO stock. As of the latest transaction made, Valley National Advisers Inc holds 126 shares of SO stock, worth $10,934. This represents 0.0% of its overall portfolio holdings.

Number of Shares
126
Previous 531 76.27%
Holding current value
$10,934
Previous $41,000 73.17%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Oct 24, 2024

SELL
$77.0 - $90.52 $31,185 - $36,660
-405 Reduced 76.27%
126 $11,000
Q2 2024

Jul 18, 2024

SELL
$67.77 - $80.71 $2,710 - $3,228
-40 Reduced 7.01%
531 $41,000
Q1 2024

Apr 19, 2024

BUY
$66.25 - $72.24 $2,981 - $3,250
45 Added 8.56%
571 $40,000
Q4 2023

Jan 25, 2024

BUY
$62.71 - $73.08 $12,855 - $14,981
205 Added 63.86%
526 $36,000
Q3 2023

Nov 13, 2023

BUY
$64.72 - $73.09 $6,472 - $7,309
100 Added 45.25%
321 $21,000
Q2 2023

Jul 31, 2023

BUY
$68.97 - $75.66 $7,241 - $7,944
105 Added 90.52%
221 $16,000
Q1 2022

May 06, 2022

SELL
$62.84 - $72.51 $12,568 - $14,502
-200 Reduced 63.29%
116 $8,000
Q4 2021

Feb 11, 2022

SELL
$61.1 - $68.58 $8,004 - $8,983
-131 Reduced 29.31%
316 $22,000
Q1 2021

May 07, 2021

SELL
$56.72 - $62.32 $1,361 - $1,495
-24 Reduced 5.1%
447 $28,000
Q1 2020

May 13, 2020

BUY
$43.23 - $70.85 $1,037 - $1,700
24 Added 5.37%
471 $25,000
Q4 2019

Feb 13, 2020

BUY
$60.33 - $63.86 $8,868 - $9,387
147 Added 49.0%
447 $28,000
Q2 2018

Aug 14, 2018

BUY
$42.73 - $46.6 $4,273 - $4,660
100 Added 50.0%
300 $14,000
Q4 2017

Feb 13, 2018

SELL
$48.05 - $53.25 $12,012 - $13,312
-250 Reduced 55.56%
200 $10,000
Q3 2017

Nov 14, 2017

BUY
$47.92 - $50.64 $21,564 - $22,788
450
450 $22,000

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 $94.5B
  • 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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