A detailed history of Sar Wealth Management Group, LLC transactions in Southern CO stock. As of the latest transaction made, Sar Wealth Management Group, LLC holds 7,515 shares of SO stock, worth $624,797. This represents 0.45% of its overall portfolio holdings.

Number of Shares
7,515
Previous 7,459 0.75%
Holding current value
$624,797
Previous $579 Million 17.14%
% of portfolio
0.45%
Previous 0.41%

Shares

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

Oct 17, 2024

BUY
$77.0 - $90.52 $4,312 - $5,069
56 Added 0.75%
7,515 $678 Million
Q2 2024

Jul 15, 2024

BUY
$67.77 - $80.71 $4,676 - $5,568
69 Added 0.93%
7,459 $579 Million
Q1 2024

Apr 15, 2024

BUY
$66.25 - $72.24 $5,101 - $5,562
77 Added 1.05%
7,390 $530 Million
Q4 2023

Feb 12, 2024

BUY
$62.71 - $73.08 $458,598 - $534,434
7,313 New
7,313 $513 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 $90.5B
  • 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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