A detailed history of Destination Wealth Management transactions in Southern CO stock. As of the latest transaction made, Destination Wealth Management holds 5,301 shares of SO stock, worth $440,831. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,301
Holding current value
$440,831
% of portfolio
0.01%

Shares

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

Nov 25, 2024

BUY
$77.0 - $90.52 $408,177 - $479,846
5,301 New
5,301 $477,000
Q4 2019

Feb 12, 2020

SELL
$60.33 - $63.86 $325,178 - $344,205
-5,390 Closed
0 $0
Q3 2019

Nov 13, 2019

BUY
$54.84 - $61.98 $259,777 - $293,599
4,737 Added 725.42%
5,390 $333,000
Q2 2019

Jul 19, 2019

SELL
$51.2 - $56.28 $20,684 - $22,737
-404 Reduced 38.22%
653 $36,000
Q1 2019

May 01, 2019

SELL
$43.72 - $52.53 $18,056 - $21,694
-413 Reduced 28.1%
1,057 $55,000
Q4 2018

Feb 05, 2019

BUY
$42.79 - $47.56 $16,645 - $18,500
389 Added 35.99%
1,470 $65,000
Q3 2018

Nov 07, 2018

SELL
$42.66 - $49.08 $52,642 - $60,564
-1,234 Reduced 53.3%
1,081 $47,000
Q2 2018

Jul 31, 2018

BUY
$42.73 - $46.6 $77,384 - $84,392
1,811 Added 359.33%
2,315 $107,000
Q1 2018

Apr 05, 2018

BUY
$42.92 - $47.2 $21,631 - $23,788
504 New
504 $23,000

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 $90.5B
  • 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

Track Destination Wealth Management Portfolio

Follow Destination Wealth Management 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 Destination Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Destination Wealth Management with notifications on news.