Mayflower Financial Advisors, LLC Southern CO Transaction History

Mayflower Financial Advisors, LLC

$638 Million
Q4 2024

A detailed history of Mayflower Financial Advisors, LLC transactions in Southern CO stock. As of the latest transaction made, Mayflower Financial Advisors, LLC holds 2,543 shares of SO stock, worth $212,289. This represents 0.03% of its overall portfolio holdings.

Number of Shares

2,543

Previous 2,445 4.01%

Holding current value

$212,289

Previous $220,000 5.0%

% of portfolio

0.03%

Previous 0.03%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$81.5 - $94.15 $7,987 - $9,226	98 Added 4.01%	2,543 $209,000
Q3 2024 Nov 04, 2024	SELL	$77.0 - $90.52 $42,196 - $49,604	-548 Reduced 18.31%	2,445 $220,000
Q2 2024 Aug 02, 2024	SELL	$67.77 - $80.71 $13,689 - $16,303	-202 Reduced 6.32%	2,993 $232,000
Q1 2024 Apr 29, 2024	SELL	$66.25 - $72.24 $6.63 Million - $7.23 Million	-100,015 Reduced 96.9%	3,195 $229,000
Q4 2023 Jan 22, 2024	BUY	$62.71 - $73.08 $16,116 - $18,781	257 Added 0.25%	103,210 $7.24 Million
Q3 2023 Oct 12, 2023	SELL	$64.72 - $73.09 $10,290 - $11,621	-159 Reduced 0.15%	102,953 $6.66 Million
Q2 2023 Jul 13, 2023	BUY	$68.97 - $75.66 $137 - $151	2 Added 0.0%	103,112 $7.24 Million
Q1 2023 Apr 12, 2023	BUY	$62.32 - $72.5 $5,546 - $6,452	89 Added 0.09%	103,110 $7.17 Million
Q4 2022 Jan 25, 2023	BUY	$63.44 - $72.26 $6.54 Million - $7.44 Million	103,021 New	103,021 $0
Q3 2022 Oct 19, 2022	BUY	$68.0 - $80.16 $5.9 Million - $6.95 Million	86,704 Added 525.73%	103,196 $7.02 Million
Q3 2022 Oct 17, 2022	SELL	$68.0 - $80.16 $5.9 Million - $6.95 Million	-86,698 Reduced 84.02%	16,492 $1.12 Million
Q2 2022 Jul 15, 2022	BUY	$65.39 - $76.51 $3,465 - $4,055	53 Added 0.05%	103,190 $7.36 Million
Q1 2022 Apr 21, 2022	BUY	$62.84 - $72.51 $4,021 - $4,640	64 Added 0.06%	103,137 $7.48 Million
Q4 2021 Jan 21, 2022	SELL	$61.1 - $68.58 $7,576 - $8,503	-124 Reduced 0.12%	103,073 $7.07 Million
Q3 2021 Oct 26, 2021	BUY	$61.34 - $67.32 $2,330 - $2,558	38 Added 0.04%	103,197 $6.5 Million
Q2 2021 Jul 29, 2021	BUY	$60.46 - $66.42 $181 - $199	3 Added 0.0%	103,159 $6.24 Million
Q1 2021 Apr 23, 2021	BUY	$56.72 - $62.32 $113 - $124	2 Added 0.0%	103,156 $6.41 Million
Q4 2020 Apr 12, 2021	BUY	$54.62 - $64.17 $5.63 Million - $6.62 Million	103,154 New	103,154 $6.34 Million

Others Institutions Holding SO

# of Institutions

2,209

Shares Held

702M

Call Options Held

5.04M

Put Options Held

3.43M

View Full List

About SOUTHERN CO

Ticker SO
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 1,088,669,952
Market Cap $90.9B
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

Portfolio Update

Get notified when there are updates to the investment portfolio of Mayflower Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mayflower Financial Advisors, LLC with notifications on news.

Account

Mayflower Financial Advisors, LLC Southern CO Transaction History