A detailed history of West Branch Capital LLC transactions in Southern CO stock. As of the latest transaction made, West Branch Capital LLC holds 372 shares of SO stock, worth $28,941. This represents 0.01% of its overall portfolio holdings.

Number of Shares
372
Previous 784 52.55%
Holding current value
$28,941
Previous $54,000 51.85%
% of portfolio
0.01%
Previous 0.03%

Shares

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

Apr 23, 2024

SELL
$66.25 - $72.24 $27,295 - $29,762
-412 Reduced 52.55%
372 $26,000
Q4 2023

Jan 19, 2024

SELL
$62.71 - $73.08 $6,082 - $7,088
-97 Reduced 11.01%
784 $54,000
Q1 2023

Apr 20, 2023

SELL
$62.32 - $72.5 $3,801 - $4,422
-61 Reduced 6.48%
881 $61,000
Q2 2022

Jul 28, 2022

BUY
$65.39 - $76.51 $3,988 - $4,667
61 Added 6.92%
942 $67,000
Q1 2022

May 03, 2022

SELL
$62.84 - $72.51 $8,860 - $10,223
-141 Reduced 13.8%
881 $64,000
Q4 2021

Jan 24, 2022

BUY
$61.1 - $68.58 $6,110 - $6,858
100 Added 10.85%
1,022 $70,000
Q2 2021

Aug 17, 2021

BUY
$60.46 - $66.42 $55,744 - $61,239
922 New
922 $55,000

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 $84.7B
  • 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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