A detailed history of Goal Vest Advisory LLC transactions in Southern CO stock. As of the latest transaction made, Goal Vest Advisory LLC holds 12,810 shares of SO stock, worth $1.15 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
12,810
Previous 13,812 7.25%
Holding current value
$1.15 Million
Previous $990,000 0.3%
% of portfolio
0.32%
Previous 0.33%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024

SELL
$67.77 - $80.71 $67,905 - $80,871
-1,002 Reduced 7.25%
12,810 $993,000
Q1 2024

Apr 15, 2024

BUY
$66.25 - $72.24 $86,058 - $93,839
1,299 Added 10.38%
13,812 $990,000
Q4 2023

Jan 02, 2024

BUY
$62.71 - $73.08 $86,477 - $100,777
1,379 Added 12.39%
12,513 $877,000
Q3 2023

Oct 10, 2023

BUY
$64.72 - $73.09 $31,971 - $36,106
494 Added 4.64%
11,134 $720,000
Q2 2023

Jul 17, 2023

SELL
$68.97 - $75.66 $374,438 - $410,758
-5,429 Reduced 33.79%
10,640 $747,000
Q1 2023

Apr 03, 2023

BUY
$62.32 - $72.5 $104,323 - $121,365
1,674 Added 11.63%
16,069 $1.12 Million
Q4 2022

Jan 06, 2023

BUY
$63.44 - $72.26 $93,827 - $106,872
1,479 Added 11.45%
14,395 $0
Q3 2022

Oct 11, 2022

BUY
$68.0 - $80.16 $81,872 - $96,512
1,204 Added 10.28%
12,916 $878,000
Q2 2022

Jul 06, 2022

BUY
$65.39 - $76.51 $147,977 - $173,142
2,263 Added 23.95%
11,712 $829,000
Q1 2022

May 03, 2022

BUY
$62.84 - $72.51 $40,468 - $46,696
644 Added 7.31%
9,449 $685,000
Q2 2021

Sep 01, 2021

SELL
$60.46 - $66.42 $133,072 - $146,190
-2,201 Reduced 20.0%
8,805 $533,000
Q1 2021

May 13, 2021

SELL
$56.72 - $62.32 $408,043 - $448,330
-7,194 Reduced 39.53%
11,006 $684,000
Q4 2020

Jan 28, 2021

BUY
$54.62 - $64.17 $994,084 - $1.17 Million
18,200 New
18,200 $1.12 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 $97.8B
  • 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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