A detailed history of Modern Wealth Management, LLC transactions in Southern CO stock. As of the latest transaction made, Modern Wealth Management, LLC holds 3,046 shares of SO stock, worth $252,330. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,046
Previous 3,287 7.33%
Holding current value
$252,330
Previous $255 Million 7.72%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 05, 2024

SELL
$77.0 - $90.52 $18,557 - $21,815
-241 Reduced 7.33%
3,046 $275 Million
Q2 2024

Aug 07, 2024

BUY
$67.77 - $80.71 $21,076 - $25,100
311 Added 10.45%
3,287 $255 Million
Q1 2024

May 13, 2024

BUY
$66.25 - $72.24 $197,160 - $214,986
2,976 New
2,976 $233 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 $90.2B
  • 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

Track Modern Wealth Management, LLC Portfolio

Follow Modern Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Modern Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modern Wealth Management, LLC with notifications on news.