A detailed history of Lumature Wealth Partners, LLC transactions in Southern CO stock. As of the latest transaction made, Lumature Wealth Partners, LLC holds 6,343 shares of SO stock, worth $566,810. This represents 0.27% of its overall portfolio holdings.

Number of Shares
6,343
Previous 7,343 13.62%
Holding current value
$566,810
Previous $510,000 12.75%
% of portfolio
0.27%
Previous 0.29%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 14, 2023

SELL
$68.97 - $75.66 $68,970 - $75,660
-1,000 Reduced 13.62%
6,343 $445,000
Q2 2022

Aug 10, 2022

SELL
$65.39 - $76.51 $65,390 - $76,510
-1,000 Reduced 11.99%
7,343 $524,000
Q2 2021

Aug 10, 2021

BUY
$60.46 - $66.42 $4,050 - $4,450
67 Added 0.81%
8,343 $505,000
Q1 2021

May 11, 2021

BUY
$56.72 - $62.32 $113,440 - $124,640
2,000 Added 31.87%
8,276 $514,000
Q4 2020

Feb 08, 2021

BUY
$54.62 - $64.17 $342,795 - $402,730
6,276 New
6,276 $386,000

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 $97.3B
  • 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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