A detailed history of Confluence Wealth Services, Inc. transactions in Southern CO stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 16,590 shares of SO stock, worth $1.51 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
16,590
Previous 18,923 12.33%
Holding current value
$1.51 Million
Previous $1.47 Million 1.91%
% of portfolio
0.11%
Previous 0.12%

Shares

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

Oct 29, 2024

SELL
$77.0 - $90.52 $179,641 - $211,183
-2,333 Reduced 12.33%
16,590 $1.5 Million
Q2 2024

Jul 31, 2024

BUY
$67.77 - $80.71 $270,470 - $322,113
3,991 Added 26.73%
18,923 $1.47 Million
Q1 2024

Apr 22, 2024

BUY
$66.25 - $72.24 $129,850 - $141,590
1,960 Added 15.11%
14,932 $1.07 Million
Q4 2023

Jan 25, 2024

BUY
$62.71 - $73.08 $8,403 - $9,792
134 Added 1.04%
12,972 $909,000
Q3 2023

Nov 01, 2023

BUY
$64.72 - $73.09 $35,272 - $39,834
545 Added 4.43%
12,838 $830,000
Q2 2023

Aug 01, 2023

SELL
$68.97 - $75.66 $7,103 - $7,792
-103 Reduced 0.83%
12,293 $863,000
Q1 2023

May 11, 2023

BUY
$62.32 - $72.5 $18,322 - $21,315
294 Added 2.43%
12,396 $862,000
Q4 2022

Feb 10, 2023

SELL
$63.44 - $72.26 $44,534 - $50,726
-702 Reduced 5.48%
12,102 $864,000
Q3 2022

Nov 08, 2022

SELL
$68.0 - $80.16 $2,244 - $2,645
-33 Reduced 0.26%
12,804 $870,000
Q2 2022

Aug 15, 2022

BUY
$65.39 - $76.51 $44,661 - $52,256
683 Added 5.62%
12,837 $1 Million
Q1 2022

Apr 26, 2022

SELL
$62.84 - $72.51 $5,781 - $6,670
-92 Reduced 0.75%
12,154 $881,000
Q4 2021

Feb 10, 2022

BUY
$61.1 - $68.58 $748,230 - $839,830
12,246 New
12,246 $839,000

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 $99.1B
  • 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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