A detailed history of West Family Investments, Inc. transactions in Southern CO stock. As of the latest transaction made, West Family Investments, Inc. holds 9,340 shares of SO stock, worth $724,317. This represents 0.22% of its overall portfolio holdings.

Number of Shares
9,340
Previous 8,702 7.33%
Holding current value
$724,317
Previous $610,000 9.84%
% of portfolio
0.22%
Previous 0.21%

Shares

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

May 13, 2024

BUY
$66.25 - $72.24 $42,267 - $46,089
638 Added 7.33%
9,340 $670,000
Q4 2023

Feb 06, 2024

SELL
$62.71 - $73.08 $21,697 - $25,285
-346 Reduced 3.82%
8,702 $610,000
Q3 2023

Nov 02, 2023

BUY
$64.72 - $73.09 $8,284 - $9,355
128 Added 1.43%
9,048 $585,000
Q2 2023

Aug 15, 2023

BUY
$68.97 - $75.66 $19,311 - $21,184
280 Added 3.24%
8,920 $626,000
Q1 2023

May 03, 2023

SELL
$62.32 - $72.5 $65,249 - $75,907
-1,047 Reduced 10.81%
8,640 $601,000
Q4 2022

Feb 08, 2023

SELL
$63.44 - $72.26 $21,062 - $23,990
-332 Reduced 3.31%
9,687 $691,000
Q3 2022

Nov 04, 2022

BUY
$68.0 - $80.16 $95,880 - $113,025
1,410 Added 16.38%
10,019 $681,000
Q2 2022

Aug 12, 2022

BUY
$65.39 - $76.51 $26,940 - $31,522
412 Added 5.03%
8,609 $614,000
Q1 2022

May 13, 2022

BUY
$62.84 - $72.51 $2,073 - $2,392
33 Added 0.4%
8,197 $594,000
Q4 2021

Feb 07, 2022

BUY
$61.1 - $68.58 $265,785 - $298,323
4,350 Added 114.05%
8,164 $560,000
Q3 2021

Oct 25, 2021

SELL
$61.34 - $67.32 $133,966 - $147,026
-2,184 Reduced 36.41%
3,814 $236,000
Q2 2021

Aug 12, 2021

BUY
$60.46 - $66.42 $362,639 - $398,387
5,998 New
5,998 $363,000

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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