A detailed history of Wambolt & Associates, LLC transactions in Southern CO stock. As of the latest transaction made, Wambolt & Associates, LLC holds 2,475 shares of SO stock, worth $201,712. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,475
Holding current value
$201,712
% of portfolio
0.06%

Shares

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

Nov 08, 2024

BUY
$77.0 - $90.52 $190,575 - $224,037
2,475 New
2,475 $223,000
Q4 2022

Jan 31, 2023

SELL
$63.44 - $72.26 $24,805 - $28,253
-391 Reduced 7.62%
4,739 $338,000
Q3 2022

Oct 18, 2022

BUY
$68.0 - $80.16 $204 - $240
3 Added 0.06%
5,130 $349,000
Q2 2022

Aug 01, 2022

SELL
$65.39 - $76.51 $5,035 - $5,891
-77 Reduced 1.48%
5,127 $366,000
Q1 2022

May 10, 2022

BUY
$62.84 - $72.51 $15,081 - $17,402
240 Added 4.83%
5,204 $386,000
Q4 2021

Feb 08, 2022

BUY
$61.1 - $68.58 $244 - $274
4 Added 0.08%
4,964 $340,000
Q3 2021

Oct 20, 2021

BUY
$61.34 - $67.32 $22,450 - $24,639
366 Added 7.97%
4,960 $306,000
Q2 2021

Aug 13, 2021

BUY
$60.46 - $66.42 $277,753 - $305,133
4,594 New
4,594 $282,000

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 $88.7B
  • 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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