A detailed history of Lineweaver Wealth Advisors, LLC transactions in Southern CO stock. As of the latest transaction made, Lineweaver Wealth Advisors, LLC holds 14,725 shares of SO stock, worth $1.22 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
14,725
Previous 14,264 3.23%
Holding current value
$1.22 Million
Previous $1.11 Million 19.98%
% of portfolio
0.27%
Previous 0.24%

Shares

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

Oct 24, 2024

BUY
$77.0 - $90.52 $35,497 - $41,729
461 Added 3.23%
14,725 $1.33 Million
Q2 2024

Aug 01, 2024

BUY
$67.77 - $80.71 $27,650 - $32,929
408 Added 2.94%
14,264 $1.11 Million
Q1 2024

Apr 30, 2024

BUY
$66.25 - $72.24 $128,922 - $140,579
1,946 Added 16.34%
13,856 $994,000
Q4 2023

Jan 19, 2024

BUY
$62.71 - $73.08 $350,298 - $408,224
5,586 Added 88.33%
11,910 $835,000
Q3 2023

Oct 19, 2023

BUY
$64.72 - $73.09 $409,289 - $462,221
6,324 New
6,324 $409,000

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
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