A detailed history of Mosaic Family Wealth Partners, LLC transactions in Southern CO stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 6,514 shares of SO stock, worth $541,573. This represents 0.09% of its overall portfolio holdings.

Number of Shares
6,514
Previous 6,407 1.67%
Holding current value
$541,573
Previous $497 Million 18.2%
% of portfolio
0.09%
Previous 0.08%

Shares

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

Nov 13, 2024

BUY
$77.0 - $90.52 $8,239 - $9,685
107 Added 1.67%
6,514 $587 Million
Q2 2024

Aug 06, 2024

BUY
$67.77 - $80.71 $1,829 - $2,179
27 Added 0.42%
6,407 $497 Million
Q1 2024

Jun 13, 2024

BUY
$66.25 - $72.24 $265 - $288
4 Added 0.06%
6,380 $458 Million
Q4 2023

Jan 29, 2024

SELL
$62.71 - $73.08 $9,469 - $11,035
-151 Reduced 2.31%
6,376 $447 Million
Q3 2023

Nov 01, 2023

BUY
$64.72 - $73.09 $323 - $365
5 Added 0.08%
6,527 $422 Million
Q2 2023

Aug 08, 2023

BUY
$68.97 - $75.66 $14,069 - $15,434
204 Added 3.23%
6,522 $458 Million
Q1 2023

Apr 10, 2023

SELL
$62.32 - $72.5 $32,157 - $37,410
-516 Reduced 7.55%
6,318 $440 Million
Q4 2022

Feb 14, 2023

BUY
$63.44 - $72.26 $433,548 - $493,824
6,834 New
6,834 $488 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 $90.5B
  • 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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