Wells Trecaso Financial Group, LLC Southern CO Transaction History

Wells Trecaso Financial Group, LLC

  • $300 Million
  • Q1 2025

A detailed history of Wells Trecaso Financial Group, LLC transactions in Southern CO stock. As of the latest transaction made, Wells Trecaso Financial Group, LLC holds 9,055 shares of SO stock, worth $810,241. This represents 0.28% of its overall portfolio holdings.

Number of Shares
9,055
Previous 9,055 -0.0%
Holding current value
$810,241
Previous $745,000 11.68%
% of portfolio
0.28%
Previous 0.24%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2018

Apr 23, 2018
SELL
$42.92 - $47.2 $70,818 - $77,880
-1,650 Reduced 15.41%
9,055 $404,000
Q4 2017

Apr 23, 2018
BUY
$48.05 - $53.25 $514,375 - $570,041
10,705
10,705 $515,000

Others Institutions Holding SO

# of Institutions
2,463
Shares Held
718M
Call Options Held
4.99M
Put Options Held
3.1M
View Full List

About SOUTHERN CO

SO Quotes by TradingView
  • Ticker SO
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 1,088,669,952
  • Market Cap $97.4B
  • 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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