A detailed history of Oak Harbor Wealth Partners, LLC transactions in Southern CO stock. As of the latest transaction made, Oak Harbor Wealth Partners, LLC holds 19,560 shares of SO stock, worth $1.72 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares
19,560
Previous 20,793 5.93%
Holding current value
$1.72 Million
Previous $1.49 Million 1.74%
% of portfolio
0.48%
Previous 0.46%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 18, 2024

SELL
$67.77 - $80.71 $83,560 - $99,515
-1,233 Reduced 5.93%
19,560 $1.52 Million
Q1 2024

Apr 23, 2024

BUY
$66.25 - $72.24 $1,258 - $1,372
19 Added 0.09%
20,793 $1.49 Million
Q4 2023

Feb 09, 2024

SELL
$62.71 - $73.08 $33,110 - $38,586
-528 Reduced 2.48%
20,774 $1.46 Million
Q3 2023

Oct 19, 2023

BUY
$64.72 - $73.09 $1,229 - $1,388
19 Added 0.09%
21,302 $1.38 Million
Q2 2023

Jul 27, 2023

BUY
$68.97 - $75.66 $6,414 - $7,036
93 Added 0.44%
21,283 $1.5 Million
Q1 2023

Apr 24, 2023

SELL
$62.32 - $72.5 $16,203 - $18,850
-260 Reduced 1.21%
21,190 $1.47 Million
Q4 2022

Jan 18, 2023

BUY
$63.44 - $72.26 $1,141 - $1,300
18 Added 0.08%
21,450 $0
Q3 2022

Nov 03, 2022

BUY
$68.0 - $80.16 $1,020 - $1,202
15 Added 0.07%
21,432 $1.46 Million
Q2 2022

Jul 25, 2022

BUY
$65.39 - $76.51 $1,046 - $1,224
16 Added 0.07%
21,417 $1.53 Million
Q1 2022

May 11, 2022

BUY
$62.84 - $72.51 $1,068 - $1,232
17 Added 0.08%
21,401 $1.55 Million
Q4 2021

Feb 17, 2022

BUY
$61.1 - $68.58 $1.31 Million - $1.47 Million
21,384 New
21,384 $1.47 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 $95.9B
  • 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

Track Oak Harbor Wealth Partners, LLC Portfolio

Follow Oak Harbor Wealth Partners, 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 Oak Harbor Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Oak Harbor Wealth Partners, LLC with notifications on news.