A detailed history of Shorepoint Capital Partners LLC transactions in Southern CO stock. As of the latest transaction made, Shorepoint Capital Partners LLC holds 47,955 shares of SO stock, worth $4.29 Million. This represents 0.89% of its overall portfolio holdings.

Number of Shares
47,955
Previous 46,942 2.16%
Holding current value
$4.29 Million
Previous $3.37 Million 10.45%
% of portfolio
0.89%
Previous 0.82%

Shares

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

Aug 14, 2024

BUY
$67.77 - $80.71 $68,651 - $81,759
1,013 Added 2.16%
47,955 $3.72 Million
Q1 2024

May 14, 2024

BUY
$66.25 - $72.24 $235,187 - $256,451
3,550 Added 8.18%
46,942 $3.37 Million
Q4 2023

Feb 13, 2024

BUY
$62.71 - $73.08 $118,521 - $138,121
1,890 Added 4.55%
43,392 $3.04 Million
Q3 2023

Nov 14, 2023

BUY
$64.72 - $73.09 $64,137 - $72,432
991 Added 2.45%
41,502 $2.69 Million
Q2 2023

Aug 14, 2023

BUY
$68.97 - $75.66 $62,348 - $68,396
904 Added 2.28%
40,511 $2.85 Million
Q1 2023

May 15, 2023

BUY
$62.32 - $72.5 $52,847 - $61,480
848 Added 2.19%
39,607 $2.76 Million
Q4 2022

Feb 14, 2023

BUY
$63.44 - $72.26 $2.2 Million - $2.51 Million
34,734 Added 862.96%
38,759 $2.77 Million
Q2 2022

Aug 15, 2022

SELL
$65.39 - $76.51 $16,347 - $19,127
-250 Reduced 5.85%
4,025 $287,000
Q3 2021

Nov 05, 2021

SELL
$61.34 - $67.32 $9,201 - $10,097
-150 Reduced 3.39%
4,275 $265,000
Q2 2020

Aug 12, 2020

SELL
$50.14 - $60.33 $3,760 - $4,524
-75 Reduced 1.67%
4,425 $229,000
Q1 2020

May 14, 2020

BUY
$43.23 - $70.85 $194,535 - $318,825
4,500 New
4,500 $244,000
Q4 2019

Feb 14, 2020

SELL
$60.33 - $63.86 $271,485 - $287,370
-4,500 Closed
0 $0
Q1 2019

Apr 12, 2019

BUY
$43.72 - $52.53 $196,740 - $236,385
4,500 New
4,500 $233,000

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 $97.3B
  • 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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