A detailed history of American Trust Investment Advisors, LLC transactions in Southern CO stock. As of the latest transaction made, American Trust Investment Advisors, LLC holds 59,512 shares of SO stock, worth $4.93 Million. This represents 2.35% of its overall portfolio holdings.

Number of Shares
59,512
Previous 60,782 2.09%
Holding current value
$4.93 Million
Previous $4.71 Million 13.83%
% of portfolio
2.35%
Previous 2.46%

Shares

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

Nov 14, 2024

SELL
$77.0 - $90.52 $97,790 - $114,960
-1,270 Reduced 2.09%
59,512 $5.37 Million
Q2 2024

Aug 14, 2024

BUY
$67.77 - $80.71 $314,249 - $374,252
4,637 Added 8.26%
60,782 $4.71 Million
Q1 2024

May 15, 2024

BUY
$66.25 - $72.24 $209,548 - $228,495
3,163 Added 5.97%
56,145 $4.03 Million
Q4 2023

Feb 14, 2024

BUY
$62.71 - $73.08 $52,488 - $61,167
837 Added 1.61%
52,982 $3.72 Million
Q3 2023

Nov 14, 2023

BUY
$64.72 - $73.09 $3.37 Million - $3.81 Million
52,145 New
52,145 $3.37 Million
Q2 2022

Jul 14, 2022

SELL
$65.39 - $76.51 $199,831 - $233,814
-3,056 Closed
0 $0
Q1 2022

Apr 19, 2022

BUY
$62.84 - $72.51 $7,540 - $8,701
120 Added 4.09%
3,056 $222,000
Q4 2021

Feb 14, 2022

BUY
$61.1 - $68.58 $179,389 - $201,350
2,936 New
2,936 $201,000

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 $90.2B
  • 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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