Latest Institutional Transactions on Southern CO (SOJD)
This table provides information on the latest institutional transactions involving Southern CO (SOJD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
4.01K+ 1.32% |
$87.3K - $98.1K
|
307K
$6.73M
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
18New |
$403 - $432
|
18
$394
|
|
|
Apr 12, 2024
Q1 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
1.85KNew |
$41.4K - $44.4K
|
1.85K
$40.5K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
185+ 0.29% |
$3.6K - $4.25K
|
65.1K
$1.43M
|
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
15.3KNew |
$298K - $352K
|
15.3K
$335K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
185+ 0.29% |
$3.6K - $4.25K
|
65.1K
$1.43M
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-18- 8.04% |
$362 - $410
|
206
$4.51K
|
|
| Q4 2022 | |||||||
|
May 24, 2023
Q4 2022
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
2KNew |
$37.6K - $42.4K
|
2K
$43.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
125New |
$2.35K - $2.65K
|
125
$2.74K
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
929KNew |
$19.2M - $22.2M
|
929K
$20.4M
|
|
| Q1 2022 | |||||||
|
Apr 14, 2022
Q1 2022
|
Edge Wealth Management LLC
|
SELL
|
- |
-5.24KClosed |
$122K - $142K
|
0
$0
|
|
|
Apr 07, 2022
Q1 2022
|
Abner Herrman & Brock LLC
|
BUY
|
- |
11.1KNew |
$260K - $301K
|
11.1K
$244K
|
|
| Q4 2021 | |||||||
|
Feb 10, 2022
Q4 2021
|
Sierra Capital LLC
|
SELL
|
- |
-617Closed |
$16.1K - $16.8K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 08, 2021
Q3 2021
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-1.5KClosed |
$39.5K - $40.6K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 12, 2021
Q4 2020
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-6.4KClosed |
$168K - $176K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-23.2KClosed |
$514K - $593K
|
0
$0
|
|