A detailed history of Kingswood Wealth Advisors, LLC transactions in Southern CO stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 61,076 shares of SO stock, worth $5.08 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares
61,076
Previous 24,473 149.56%
Holding current value
$5.08 Million
Previous $1.9 Billion 190.12%
% of portfolio
0.39%
Previous 0.17%

Shares

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

Oct 21, 2024

BUY
$77.0 - $90.52 $2.82 Million - $3.31 Million
36,603 Added 149.56%
61,076 $5.51 Billion
Q2 2024

Jul 09, 2024

BUY
$67.77 - $80.71 $48,929 - $58,272
722 Added 3.04%
24,473 $1.9 Billion
Q1 2024

Apr 15, 2024

SELL
$66.25 - $72.24 $146,478 - $159,722
-2,211 Reduced 8.52%
23,751 $1.7 Billion
Q4 2023

Jan 16, 2024

BUY
$62.71 - $73.08 $1.17 Million - $1.37 Million
18,717 Added 258.34%
25,962 $1.82 Billion
Q3 2023

Oct 23, 2023

BUY
$64.72 - $73.09 $170,407 - $192,445
2,633 Added 57.09%
7,245 $938 Million
Q2 2023

Aug 09, 2023

BUY
$68.97 - $75.66 $318,089 - $348,943
4,612 New
4,612 $324 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 $90.5B
  • 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
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