A detailed history of Cornerstone Planning Group LLC transactions in Southern CO stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 2,229 shares of SO stock, worth $184,650. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,229
Previous 1,990 12.01%
Holding current value
$184,650
Previous $172 Million 16.23%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Nov 05, 2024

BUY
$77.0 - $90.52 $18,403 - $21,634
239 Added 12.01%
2,229 $200 Million
Q2 2024

Aug 13, 2024

BUY
$67.77 - $80.71 $89,998 - $107,182
1,328 Added 200.6%
1,990 $172 Million
Q1 2024

May 07, 2024

SELL
$66.25 - $72.24 $4,438 - $4,840
-67 Reduced 9.19%
662 $50.2 Million
Q4 2023

Feb 12, 2024

SELL
$62.71 - $73.08 $6,145 - $7,161
-98 Reduced 11.85%
729 $51.1 Million
Q3 2023

Nov 08, 2023

SELL
$64.72 - $73.09 $9,190 - $10,378
-142 Reduced 14.65%
827 $53.5 Million
Q2 2023

Aug 15, 2023

SELL
$68.97 - $75.66 $5,655 - $6,204
-82 Reduced 7.8%
969 $68.1 Million
Q4 2022

Feb 14, 2023

BUY
$63.44 - $72.26 $66,675 - $75,945
1,051 New
1,051 $69.9 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 $90.2B
  • 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
Track This Portfolio

Track Cornerstone Planning Group LLC Portfolio

Follow Cornerstone Planning Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cornerstone Planning Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cornerstone Planning Group LLC with notifications on news.