A detailed history of Cap Wealth Advisors, LLC transactions in Southern CO stock. As of the latest transaction made, Cap Wealth Advisors, LLC holds 16,116 shares of SO stock, worth $1.34 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
16,116
Previous 15,415 4.55%
Holding current value
$1.34 Million
Previous $1.2 Million 21.59%
% of portfolio
0.16%
Previous 0.15%

Shares

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

Oct 31, 2024

BUY
$77.0 - $90.52 $53,977 - $63,454
701 Added 4.55%
16,116 $1.45 Million
Q2 2024

Aug 05, 2024

SELL
$67.77 - $80.71 $51,640 - $61,501
-762 Reduced 4.71%
15,415 $1.2 Million
Q1 2024

May 03, 2024

SELL
$66.25 - $72.24 $6,161 - $6,718
-93 Reduced 0.57%
16,177 $1.16 Million
Q4 2023

Jan 31, 2024

SELL
$62.71 - $73.08 $95,005 - $110,716
-1,515 Reduced 8.52%
16,270 $1.14 Million
Q3 2023

Nov 01, 2023

SELL
$64.72 - $73.09 $130,863 - $147,787
-2,022 Reduced 10.21%
17,785 $1.15 Million
Q2 2023

Aug 07, 2023

SELL
$68.97 - $75.66 $43,589 - $47,817
-632 Reduced 3.09%
19,807 $1.39 Million
Q1 2023

May 02, 2023

SELL
$62.32 - $72.5 $6,792 - $7,902
-109 Reduced 0.53%
20,439 $1.42 Million
Q4 2022

Feb 01, 2023

SELL
$63.44 - $72.26 $9,516 - $10,839
-150 Reduced 0.72%
20,548 $1.47 Million
Q3 2022

Nov 02, 2022

SELL
$68.0 - $80.16 $104,856 - $123,606
-1,542 Reduced 6.93%
20,698 $1.41 Million
Q2 2022

Aug 05, 2022

BUY
$65.39 - $76.51 $92,461 - $108,185
1,414 Added 6.79%
22,240 $1.59 Million
Q1 2022

May 02, 2022

SELL
$62.84 - $72.51 $25,513 - $29,439
-406 Reduced 1.91%
20,826 $1.51 Million
Q4 2021

Feb 10, 2022

SELL
$61.1 - $68.58 $34,888 - $39,159
-571 Reduced 2.62%
21,232 $1.46 Million
Q3 2021

Nov 09, 2021

BUY
$61.34 - $67.32 $12,268 - $13,463
200 Added 0.93%
21,803 $1.35 Million
Q2 2021

Aug 10, 2021

SELL
$60.46 - $66.42 $40,931 - $44,966
-677 Reduced 3.04%
21,603 $1.31 Million
Q1 2021

May 03, 2021

SELL
$56.72 - $62.32 $23,425 - $25,738
-413 Reduced 1.82%
22,280 $1.39 Million
Q4 2020

Feb 02, 2021

SELL
$54.62 - $64.17 $34,355 - $40,362
-629 Reduced 2.7%
22,693 $1.39 Million
Q3 2020

Nov 12, 2020

BUY
$51.56 - $55.78 $57,076 - $61,748
1,107 Added 4.98%
23,322 $1.27 Million
Q2 2020

Aug 12, 2020

SELL
$50.14 - $60.33 $4,813 - $5,791
-96 Reduced 0.43%
22,215 $1.15 Million
Q1 2020

May 08, 2020

BUY
$43.23 - $70.85 $39,339 - $64,473
910 Added 4.25%
22,311 $1.21 Million
Q1 2020

May 08, 2020

BUY
$43.23 - $70.85 $7,176 - $11,761
166 Added 0.78%
21,401 $1.16 Million
Q4 2019

Feb 06, 2020

SELL
$60.33 - $63.86 $9,652 - $10,217
-160 Reduced 0.75%
21,235 $1.35 Million
Q3 2019

Oct 29, 2019

SELL
$54.84 - $61.98 $329 - $371
-6 Reduced 0.03%
21,395 $1.32 Million
Q2 2019

Aug 13, 2019

BUY
$51.2 - $56.28 $54,528 - $59,938
1,065 Added 5.24%
21,401 $1.18 Million
Q1 2019

May 15, 2019

BUY
$43.72 - $52.53 $45,643 - $54,841
1,044 Added 5.41%
20,336 $1.05 Million
Q4 2018

Feb 15, 2019

BUY
$42.79 - $47.56 $74,112 - $82,373
1,732 Added 9.86%
19,292 $847,000
Q3 2018

Nov 14, 2018

SELL
$42.66 - $49.08 $30,288 - $34,846
-710 Reduced 3.89%
17,560 $766,000
Q2 2018

Aug 15, 2018

SELL
$42.73 - $46.6 $52,472 - $57,224
-1,228 Reduced 6.3%
18,270 $846,000
Q1 2018

May 14, 2018

SELL
$42.92 - $47.2 $39,529 - $43,471
-921 Reduced 4.51%
19,498 $871,000
Q4 2017

Feb 15, 2018

BUY
$48.05 - $53.25 $33,442 - $37,062
696 Added 3.53%
20,419 $982,000
Q3 2017

Nov 13, 2017

BUY
$47.92 - $50.64 $239 - $253
5 Added 0.03%
19,723 $969,000
Q2 2017

Aug 14, 2017

BUY
N/A
19,718
19,718 $944,000

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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