A detailed history of Wealthcare Advisory Partners LLC transactions in Southern CO stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 55,034 shares of SO stock, worth $4.27 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
55,034
Previous 51,833 6.18%
Holding current value
$4.27 Million
Previous $3.63 Million 8.64%
% of portfolio
0.13%
Previous 0.15%

Shares

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

Apr 15, 2024

BUY
$66.25 - $72.24 $212,066 - $231,240
3,201 Added 6.18%
55,034 $3.95 Million
Q4 2023

Feb 06, 2024

BUY
$62.71 - $73.08 $295,238 - $344,060
4,708 Added 9.99%
51,833 $3.63 Million
Q3 2023

Oct 12, 2023

BUY
$64.72 - $73.09 $126,527 - $142,890
1,955 Added 4.33%
47,125 $3.05 Million
Q2 2023

Jul 17, 2023

SELL
$68.97 - $75.66 $23,104 - $25,346
-335 Reduced 0.74%
45,170 $3.17 Million
Q1 2023

May 04, 2023

BUY
$62.32 - $72.5 $31,533 - $36,685
506 Added 1.12%
45,505 $3.17 Million
Q4 2022

Feb 13, 2023

BUY
$63.44 - $72.26 $107,848 - $122,842
1,700 Added 3.93%
44,999 $3.21 Million
Q3 2022

Nov 14, 2022

BUY
$68.0 - $80.16 $2.3 Million - $2.71 Million
33,858 Added 358.63%
43,299 $2.94 Million
Q2 2022

Aug 15, 2022

BUY
$65.39 - $76.51 $24,913 - $29,150
381 Added 4.21%
9,441 $673,000
Q1 2022

Apr 15, 2022

BUY
$62.84 - $72.51 $32,613 - $37,632
519 Added 6.08%
9,060 $657,000
Q4 2021

Feb 11, 2022

SELL
$61.1 - $68.58 $120,244 - $134,965
-1,968 Reduced 18.73%
8,541 $585,000
Q3 2021

Nov 15, 2021

BUY
$61.34 - $67.32 $100,352 - $110,135
1,636 Added 18.44%
10,509 $651,000
Q2 2021

Aug 16, 2021

SELL
$60.46 - $66.42 $309,615 - $340,136
-5,121 Reduced 36.59%
8,873 $537,000
Q1 2021

Apr 30, 2021

BUY
$56.72 - $62.32 $397,607 - $436,863
7,010 Added 100.37%
13,994 $870,000
Q4 2020

Feb 12, 2021

SELL
$54.62 - $64.17 $43,368 - $50,950
-794 Reduced 10.21%
6,984 $429,000
Q3 2020

Oct 29, 2020

BUY
$51.56 - $55.78 $185,203 - $200,361
3,592 Added 85.81%
7,778 $422,000
Q2 2020

Jul 29, 2020

SELL
$50.14 - $60.33 $3,660 - $4,404
-73 Reduced 1.71%
4,186 $217,000
Q1 2020

Apr 29, 2020

SELL
$43.23 - $70.85 $55,637 - $91,183
-1,287 Reduced 23.21%
4,259 $231,000
Q4 2019

Jan 29, 2020

SELL
$60.33 - $63.86 $18,521 - $19,605
-307 Reduced 5.25%
5,546 $353,000
Q3 2019

Oct 17, 2019

BUY
$54.84 - $61.98 $22,155 - $25,039
404 Added 7.41%
5,853 $362,000
Q2 2019

Jul 30, 2019

SELL
$51.2 - $56.28 $20,889 - $22,962
-408 Reduced 6.97%
5,449 $301,000
Q1 2019

May 13, 2019

BUY
$43.72 - $52.53 $10,930 - $13,132
250 Added 4.46%
5,857 $303,000
Q4 2018

Feb 14, 2019

SELL
$42.79 - $47.56 $7,659 - $8,513
-179 Reduced 3.09%
5,607 $246,000
Q3 2018

Nov 14, 2018

SELL
$42.66 - $49.08 $2,559 - $2,944
-60 Reduced 1.03%
5,786 $252,000
Q2 2018

Aug 14, 2018

BUY
$42.73 - $46.6 $33,799 - $36,860
791 Added 15.65%
5,846 $271,000
Q1 2018

May 15, 2018

SELL
$42.92 - $47.2 $70,903 - $77,974
-1,652 Reduced 24.63%
5,055 $226,000
Q4 2017

Feb 14, 2018

BUY
$48.05 - $53.25 $84,231 - $93,347
1,753 Added 35.39%
6,707 $323,000
Q3 2017

Nov 15, 2017

BUY
$47.92 - $50.64 $237,395 - $250,870
4,954
4,954 $243,000

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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