A detailed history of Wr Wealth Planners, LLC transactions in Southern CO stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 2,478 shares of SO stock, worth $215,412. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,478
Previous 2,383 3.99%
Holding current value
$215,412
Previous $184,000 21.2%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Oct 17, 2024

BUY
$77.0 - $90.52 $7,315 - $8,599
95 Added 3.99%
2,478 $223,000
Q2 2024

Jul 31, 2024

SELL
$67.77 - $80.71 $4,269 - $5,084
-63 Reduced 2.58%
2,383 $184,000
Q1 2024

Jul 31, 2024

BUY
$66.25 - $72.24 $162,047 - $176,699
2,446 New
2,446 $175,000
Q3 2023

Aug 01, 2024

SELL
$64.72 - $73.09 $13,267 - $14,983
-205 Reduced 8.28%
2,271 $147 Million
Q2 2023

Aug 01, 2024

BUY
$68.97 - $75.66 $6,414 - $7,036
93 Added 3.9%
2,476 $174 Million
Q1 2023

Aug 01, 2024

BUY
$62.32 - $72.5 $12,837 - $14,935
206 Added 8.64%
2,589 $180 Million
Q4 2022

Oct 10, 2024

SELL
$63.44 - $72.26 $8,247 - $9,393
-130 Reduced 65.0%
70 $5 Million
Q3 2022

Oct 10, 2024

SELL
$68.0 - $80.16 $148,444 - $174,989
-2,183 Reduced 91.61%
200 $13.6 Million
Q1 2022

Oct 17, 2024

SELL
$62.84 - $72.51 $143,149 - $165,177
-2,278 Reduced 91.93%
200 $14.5 Million

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 $94.6B
  • 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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