Crewe Advisors LLC Southern CO Transaction History

Crewe Advisors LLC

$859 Million
Q3 2024

A detailed history of Crewe Advisors LLC transactions in Southern CO stock. As of the latest transaction made, Crewe Advisors LLC holds 11 shares of SO stock, worth $914. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$914

% of portfolio

0.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$77.0 - $90.52 $847 - $995	11 New	11 $0
Q1 2023 May 12, 2023	SELL	$62.32 - $72.5 $13,087 - $15,225	-210 Reduced 62.69%	125 $8,000
Q4 2022 Feb 07, 2023	SELL	$63.44 - $72.26 $17,953 - $20,449	-283 Reduced 45.79%	335 $23,000
Q3 2022 Nov 14, 2022	BUY	$68.0 - $80.16 $9,112 - $10,741	134 Added 27.69%	618 $42,000
Q2 2022 Aug 02, 2022	BUY	$65.39 - $76.51 $15,301 - $17,903	234 Added 93.6%	484 $35,000
Q1 2022 Apr 27, 2022	BUY	$62.84 - $72.51 $15,710 - $18,127	250 New	250 $18,000
Q1 2021 Apr 21, 2021	SELL	$56.72 - $62.32 $2,382 - $2,617	-42 Closed	0 $0
Q4 2020 Jan 27, 2021	SELL	$54.62 - $64.17 $10,924 - $12,834	-200 Reduced 82.64%	42 $3,000
Q3 2020 Oct 13, 2020	BUY	$51.56 - $55.78 $12,477 - $13,498	242 New	242 $13,000
Q1 2019 May 10, 2019	SELL	$43.72 - $52.53 $30,604 - $36,771	-700 Closed	0 $0
Q4 2017 Feb 09, 2018	BUY	$48.05 - $53.25 $33,635 - $37,275	700	700 $34,000

Others Institutions Holding SO

# of Institutions

2,213

Shares Held

703M

Call Options Held

5.04M

Put Options Held

3.43M

Vanguard Group Inc Valley Forge, PA

102M
Shares

$8.49 Billion
0.17% of portfolio
Black Rock Inc. New York, NY

77.7M
Shares

$6.46 Billion
0.14% of portfolio
State Street Corp Boston, MA

58.9M
Shares

$4.9 Billion
0.22% of portfolio
Jpmorgan Chase & CO New York, NY

54.7M
Shares

$4.55 Billion
0.4% of portfolio
Capital International Investors Los Angeles, CA

28.5M
Shares

$2.37 Billion
0.51% of portfolio

View Full List

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

Track This Portfolio

Portfolio Update

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

News

Stay updated on Crewe Advisors LLC with notifications on news.

Account