A detailed history of Zhang Financial LLC transactions in Southern CO stock. As of the latest transaction made, Zhang Financial LLC holds 4,075 shares of SO stock, worth $356,970. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,075
Previous 4,948 17.64%
Holding current value
$356,970
Previous $383,000 4.18%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Oct 15, 2024

SELL
$77.0 - $90.52 $67,221 - $79,023
-873 Reduced 17.64%
4,075 $367,000
Q2 2024

Jul 19, 2024

SELL
$67.77 - $80.71 $2,914 - $3,470
-43 Reduced 0.86%
4,948 $383,000
Q1 2024

Apr 24, 2024

BUY
$66.25 - $72.24 $3,312 - $3,611
50 Added 1.01%
4,991 $358,000
Q4 2023

Jan 31, 2024

SELL
$62.71 - $73.08 $25,397 - $29,597
-405 Reduced 7.58%
4,941 $346,000
Q2 2023

Jul 18, 2023

BUY
$68.97 - $75.66 $620 - $680
9 Added 0.17%
5,346 $375,000
Q1 2023

May 10, 2023

SELL
$62.32 - $72.5 $2,679 - $3,117
-43 Reduced 0.8%
5,337 $371,000
Q4 2022

May 17, 2023

BUY
$63.44 - $72.26 $2,727 - $3,107
43 Added 0.81%
5,380 $384,000
Q4 2022

Jan 17, 2023

SELL
$63.44 - $72.26 $14,781 - $16,836
-233 Reduced 4.15%
5,380 $384,000
Q3 2022

Oct 18, 2022

BUY
$68.0 - $80.16 $101,320 - $119,438
1,490 Added 36.14%
5,613 $382,000
Q2 2022

Jul 14, 2022

BUY
$65.39 - $76.51 $48,388 - $56,617
740 Added 21.87%
4,123 $294,000
Q1 2022

Apr 21, 2022

BUY
$62.84 - $72.51 $212,587 - $245,301
3,383 New
3,383 $245,000

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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