A detailed history of Pb Mares Wealth Management LLC transactions in Southern CO stock. As of the latest transaction made, Pb Mares Wealth Management LLC holds 3,273 shares of SO stock, worth $272,117. This represents 0.06% of its overall portfolio holdings.

Number of Shares
3,273
Previous 3,000 9.1%
Holding current value
$272,117
Previous $232,000 27.16%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Oct 25, 2024

BUY
$77.0 - $90.52 $21,021 - $24,711
273 Added 9.1%
3,273 $295,000
Q2 2024

Jul 22, 2024

SELL
$67.77 - $80.71 $67 - $80
-1 Reduced 0.03%
3,000 $232,000
Q1 2024

Apr 29, 2024

SELL
$66.25 - $72.24 $35,245 - $38,431
-532 Reduced 15.06%
3,001 $215,000
Q4 2023

Jan 26, 2024

SELL
$62.71 - $73.08 $127,238 - $148,279
-2,029 Reduced 36.48%
3,533 $247,000
Q3 2023

Oct 26, 2023

BUY
$64.72 - $73.09 $30,159 - $34,059
466 Added 9.14%
5,562 $359,000
Q3 2022

Oct 25, 2022

SELL
$68.0 - $80.16 $17,000 - $20,040
-250 Reduced 4.68%
5,096 $346,000
Q2 2022

Jul 21, 2022

BUY
$65.39 - $76.51 $1,307 - $1,530
20 Added 0.38%
5,346 $381,000
Q1 2022

Apr 26, 2022

BUY
$62.84 - $72.51 $3,833 - $4,423
61 Added 1.16%
5,326 $386,000
Q4 2021

Feb 02, 2022

BUY
$61.1 - $68.58 $321,691 - $361,073
5,265 New
5,265 $361,000

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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