A detailed history of Schechter Investment Advisors, LLC transactions in Southern CO stock. As of the latest transaction made, Schechter Investment Advisors, LLC holds 23,073 shares of SO stock, worth $2.07 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
23,073
Previous 12,658 82.28%
Holding current value
$2.07 Million
Previous $908,000 97.03%
% of portfolio
0.18%
Previous 0.09%

Shares

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

Aug 12, 2024

BUY
$67.77 - $80.71 $705,824 - $840,594
10,415 Added 82.28%
23,073 $1.79 Million
Q1 2024

May 06, 2024

BUY
$66.25 - $72.24 $38,226 - $41,682
577 Added 4.78%
12,658 $908,000
Q4 2023

Jan 17, 2024

BUY
$62.71 - $73.08 $25,522 - $29,743
407 Added 3.49%
12,081 $847,000
Q3 2023

Nov 06, 2023

BUY
$64.72 - $73.09 $80,058 - $90,412
1,237 Added 11.85%
11,674 $755,000
Q2 2023

Jul 26, 2023

BUY
$68.97 - $75.66 $142,285 - $156,086
2,063 Added 24.64%
10,437 $733,000
Q1 2023

Apr 28, 2023

BUY
$62.32 - $72.5 $37,080 - $43,137
595 Added 7.65%
8,374 $582,000
Q4 2022

Feb 13, 2023

BUY
$63.44 - $72.26 $21,759 - $24,785
343 Added 4.61%
7,779 $555,000
Q3 2022

Nov 04, 2022

BUY
$68.0 - $80.16 $33,184 - $39,118
488 Added 7.02%
7,436 $505,000
Q2 2022

Nov 03, 2022

BUY
$65.39 - $76.51 $454,329 - $531,591
6,948 New
6,948 $495,000
Q1 2022

Nov 18, 2022

SELL
$62.84 - $72.51 $105,759 - $122,034
-1,683 Reduced 22.63%
5,753 $417,000
Q4 2021

Dec 27, 2022

SELL
$61.1 - $68.58 $140,224 - $157,391
-2,295 Reduced 30.86%
5,141 $352,000

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 $97.8B
  • 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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