A detailed history of Wealthspan Partners, LLC transactions in Southern CO stock. As of the latest transaction made, Wealthspan Partners, LLC holds 4,384 shares of SO stock, worth $386,405. This represents 0.2% of its overall portfolio holdings.

Number of Shares
4,384
Previous 4,382 0.05%
Holding current value
$386,405
Previous $339,000 16.52%
% of portfolio
0.2%
Previous 0.19%

Shares

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

Nov 04, 2024

BUY
$77.0 - $90.52 $154 - $181
2 Added 0.05%
4,384 $395,000
Q2 2024

Jul 19, 2024

BUY
$67.77 - $80.71 $203 - $242
3 Added 0.07%
4,382 $339,000
Q1 2024

Apr 29, 2024

BUY
$66.25 - $72.24 $12,455 - $13,581
188 Added 4.49%
4,379 $314,000
Q4 2023

Jan 29, 2024

BUY
$62.71 - $73.08 $44,461 - $51,813
709 Added 20.36%
4,191 $293,000
Q3 2023

Nov 01, 2023

SELL
$64.72 - $73.09 $5,630 - $6,358
-87 Reduced 2.44%
3,482 $225,000
Q2 2023

Aug 08, 2023

BUY
$68.97 - $75.66 $206 - $226
3 Added 0.08%
3,569 $250,000
Q1 2023

Apr 21, 2023

BUY
$62.32 - $72.5 $186 - $217
3 Added 0.08%
3,566 $248,000
Q4 2022

Feb 13, 2023

BUY
$63.44 - $72.26 $190 - $216
3 Added 0.08%
3,563 $254,000
Q3 2022

Nov 14, 2022

BUY
$68.0 - $80.16 $41,480 - $48,897
610 Added 20.68%
3,560 $242,000
Q2 2022

Aug 11, 2022

SELL
$65.39 - $76.51 $7,977 - $9,334
-122 Reduced 3.97%
2,950 $210,000
Q1 2022

May 12, 2022

BUY
$62.84 - $72.51 $188 - $217
3 Added 0.1%
3,072 $223,000
Q4 2021

Feb 15, 2022

BUY
$61.1 - $68.58 $187,515 - $210,472
3,069 New
3,069 $210,000

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 $96B
  • 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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