A detailed history of Values First Advisors, Inc. transactions in Southern CO stock. As of the latest transaction made, Values First Advisors, Inc. holds 3,617 shares of SO stock, worth $318,187. This represents 0.18% of its overall portfolio holdings.

Number of Shares
3,617
Previous 4,068 11.09%
Holding current value
$318,187
Previous $315,000 3.49%
% of portfolio
0.18%
Previous 0.19%

Shares

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

Oct 23, 2024

SELL
$77.0 - $90.52 $34,727 - $40,824
-451 Reduced 11.09%
3,617 $326,000
Q2 2024

Jul 19, 2024

BUY
$67.77 - $80.71 $44,795 - $53,349
661 Added 19.4%
4,068 $315,000
Q1 2024

Apr 23, 2024

BUY
$66.25 - $72.24 $225,713 - $246,121
3,407 New
3,407 $244,000

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 $95.8B
  • 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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