A detailed history of Worth Asset Management, LLC transactions in Southern CO stock. As of the latest transaction made, Worth Asset Management, LLC holds 2,809 shares of SO stock, worth $246,068. This represents 0.15% of its overall portfolio holdings.

Number of Shares
2,809
Previous 3,372 16.7%
Holding current value
$246,068
Previous $261,000 3.07%
% of portfolio
0.15%
Previous 0.16%

Shares

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

Oct 09, 2024

SELL
$77.0 - $90.52 $43,351 - $50,962
-563 Reduced 16.7%
2,809 $253,000
Q1 2024

Apr 12, 2024

SELL
$66.25 - $72.24 $11,792 - $12,858
-178 Reduced 5.01%
3,372 $241,000
Q4 2023

Jan 10, 2024

BUY
$62.71 - $73.08 $222,620 - $259,434
3,550 New
3,550 $248,000
Q2 2023

Jul 11, 2023

BUY
$68.97 - $75.66 $5,379 - $5,901
78 Added 13.85%
641 $45,000
Q1 2023

Apr 12, 2023

SELL
$62.32 - $72.5 $2,243 - $2,610
-36 Reduced 6.01%
563 $39,000
Q4 2022

Jan 12, 2023

SELL
$63.44 - $72.26 $8,691 - $9,899
-137 Reduced 18.61%
599 $0
Q3 2022

Oct 07, 2022

BUY
$68.0 - $80.16 $47,600 - $56,112
700 Added 1944.44%
736 $50,000
Q1 2022

May 13, 2022

BUY
$62.84 - $72.51 $2,262 - $2,610
36 New
36 $3,000

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 $95.4B
  • 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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