White Lighthouse Investment Management Inc. Southern CO Transaction History

White Lighthouse Investment Management Inc.

  • $558 Million
  • Q1 2025

A detailed history of White Lighthouse Investment Management Inc. transactions in Southern CO stock. As of the latest transaction made, White Lighthouse Investment Management Inc. holds 8,159 shares of SO stock, worth $728,598. This represents 0.13% of its overall portfolio holdings.

Number of Shares
8,159
Previous 10,229 20.24%
Holding current value
$728,598
Previous $842,000 10.93%
% of portfolio
0.13%
Previous 0.15%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 12, 2025
SELL
$80.96 - $92.96 $167,587 - $192,427
-2,070 Reduced 20.24%
8,159 $750,000
Q3 2024

Oct 30, 2024
SELL
$77.0 - $90.52 $298,760 - $351,217
-3,880 Reduced 27.5%
10,229 $922,000
Q2 2024

Jul 15, 2024
BUY
$67.77 - $80.71 $609 - $726
9 Added 0.06%
14,109 $1.09 Million
Q1 2024

May 07, 2024
BUY
$66.25 - $72.24 $397 - $433
6 Added 0.04%
14,100 $1.01 Million
Q4 2023

Jan 23, 2024
BUY
$62.71 - $73.08 $564 - $657
9 Added 0.06%
14,094 $988,000
Q3 2023

Oct 18, 2023
SELL
$64.72 - $73.09 $582 - $657
-9 Reduced 0.06%
14,085 $911,000
Q3 2022

Oct 18, 2022
BUY
$68.0 - $80.16 $8,160 - $9,619
120 Added 0.86%
14,094 $958,000
Q2 2022

Jul 20, 2022
SELL
$65.39 - $76.51 $523 - $612
-8 Reduced 0.06%
13,974 $996,000
Q4 2021

Jan 12, 2022
BUY
$61.1 - $68.58 $488 - $548
8 Added 0.06%
13,982 $959,000
Q3 2021

Oct 20, 2021
SELL
$61.34 - $67.32 $9,201 - $10,097
-150 Reduced 1.06%
13,974 $866,000
Q4 2020

Feb 03, 2021
SELL
$54.62 - $64.17 $27,310 - $32,085
-500 Reduced 3.42%
14,124 $868,000
Q2 2020

Jul 23, 2020
BUY
$50.14 - $60.33 $200,560 - $241,320
4,000 Added 37.65%
14,624 $758,000
Q1 2020

Apr 07, 2020
BUY
$43.23 - $70.85 $6,484 - $10,627
150 Added 1.43%
10,624 $575,000
Q4 2019

Jan 24, 2020
BUY
$60.33 - $63.86 $205,122 - $217,124
3,400 Added 48.06%
10,474 $667,000
Q3 2019

Nov 13, 2019
BUY
$54.84 - $61.98 $20,235 - $22,870
369 Added 5.5%
7,074 $437,000
Q2 2019

Jul 31, 2019
SELL
$51.2 - $56.28 $30,720 - $33,768
-600 Reduced 8.21%
6,705 $371,000
Q1 2019

May 08, 2019
SELL
$43.72 - $52.53 $42,933 - $51,584
-982 Reduced 11.85%
7,305 $378,000
Q4 2018

Jan 23, 2019
BUY
$42.79 - $47.56 $36,671 - $40,758
857 Added 11.53%
8,287 $364,000
Q3 2018

Oct 24, 2018
SELL
$42.66 - $49.08 $40,527 - $46,626
-950 Reduced 11.34%
7,430 $324,000
Q4 2017

Jan 10, 2018
BUY
$48.05 - $53.25 $402,659 - $446,235
8,380
8,380 $403,000

Others Institutions Holding SO

# of Institutions
2,469
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 $97.2B
  • 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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