A detailed history of Wealth Quarterback LLC transactions in Southern CO stock. As of the latest transaction made, Wealth Quarterback LLC holds 5,043 shares of SO stock, worth $449,482. This represents 0.24% of its overall portfolio holdings.

Number of Shares
5,043
Previous 5,240 3.76%
Holding current value
$449,482
Previous $406,000 11.82%
% of portfolio
0.24%
Previous 0.23%

Shares

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

Nov 01, 2024

SELL
$77.0 - $90.52 $15,169 - $17,832
-197 Reduced 3.76%
5,043 $454,000
Q2 2024

Jul 22, 2024

SELL
$67.77 - $80.71 $13,960 - $16,626
-206 Reduced 3.78%
5,240 $406,000
Q1 2024

May 09, 2024

BUY
$66.25 - $72.24 $19,610 - $21,383
296 Added 5.75%
5,446 $390,000
Q4 2023

Feb 13, 2024

BUY
$62.71 - $73.08 $80,519 - $93,834
1,284 Added 33.21%
5,150 $361,000
Q3 2023

Nov 13, 2023

BUY
$64.72 - $73.09 $7,248 - $8,186
112 Added 2.98%
3,866 $250,000
Q2 2023

Aug 10, 2023

BUY
$68.97 - $75.66 $258,913 - $284,027
3,754 New
3,754 $263,000
Q2 2022

Aug 15, 2022

SELL
$65.39 - $76.51 $671,228 - $785,375
-10,265 Closed
0 $0
Q3 2021

Nov 17, 2021

BUY
$61.34 - $67.32 $459,804 - $504,630
7,496 Added 270.71%
10,265 $165,000
Q2 2021

Aug 11, 2021

BUY
$60.46 - $66.42 $167,413 - $183,916
2,769 New
2,769 $168,000
Q2 2020

Aug 17, 2020

SELL
$50.14 - $60.33 $185,367 - $223,040
-3,697 Closed
0 $0
Q1 2020

May 14, 2020

SELL
$43.23 - $70.85 $572,494 - $938,266
-13,243 Reduced 78.18%
3,697 $200,000
Q4 2019

Feb 27, 2020

BUY
$60.33 - $63.86 $1.02 Million - $1.08 Million
16,940 New
16,940 $1.08 Million

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 $97B
  • 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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