Sugarloaf Wealth Management, LLC Southern CO Transaction History

Sugarloaf Wealth Management, LLC

  • $480 Million
  • Q4 2024

A detailed history of Sugarloaf Wealth Management, LLC transactions in Southern CO stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 48,376 shares of SO stock, worth $4.04 Million. This represents 0.83% of its overall portfolio holdings.

Number of Shares
48,376
Previous 49,669 2.6%
Holding current value
$4.04 Million
Previous $4.48 Million 11.08%
% of portfolio
0.83%
Previous 0.91%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 10, 2025
SELL
$81.5 - $94.15 $105,379 - $121,735
-1,293 Reduced 2.6%
48,376 $3.98 Million
Q3 2024

Oct 08, 2024
SELL
$77.0 - $90.52 $14,707 - $17,289
-191 Reduced 0.38%
49,669 $4.48 Million
Q2 2024

Jul 08, 2024
SELL
$67.77 - $80.71 $1,016 - $1,210
-15 Reduced 0.03%
49,860 $3.87 Million
Q1 2024

Apr 23, 2024
BUY
$66.25 - $72.24 $67,442 - $73,540
1,018 Added 2.08%
49,875 $3.58 Million
Q4 2023

Jan 10, 2024
SELL
$62.71 - $73.08 $25,209 - $29,378
-402 Reduced 0.82%
48,857 $3.43 Million
Q3 2023

Nov 13, 2023
SELL
$64.72 - $73.09 $187,882 - $212,180
-2,903 Reduced 5.57%
49,259 $3.19 Million
Q2 2023

Jul 13, 2023
BUY
$68.97 - $75.66 $161,872 - $177,574
2,347 Added 4.71%
52,162 $3.66 Million
Q1 2023

Apr 26, 2023
SELL
$62.32 - $72.5 $1,121 - $1,305
-18 Reduced 0.04%
49,815 $3.47 Million
Q4 2022

Feb 03, 2023
SELL
$63.44 - $72.26 $260,738 - $296,988
-4,110 Reduced 7.62%
49,833 $3.56 Million
Q3 2022

Oct 11, 2022
BUY
$68.0 - $80.16 $204,408 - $240,960
3,006 Added 5.9%
53,943 $3.67 Million
Q2 2022

Jul 12, 2022
SELL
$65.39 - $76.51 $7,519 - $8,798
-115 Reduced 0.23%
50,937 $3.63 Million
Q1 2022

Apr 25, 2022
BUY
$62.84 - $72.51 $251 - $290
4 Added 0.01%
51,052 $3.7 Million
Q4 2021

Jan 20, 2022
BUY
$61.1 - $68.58 $3,177 - $3,566
52 Added 0.1%
51,048 $3.5 Million
Q3 2021

Oct 20, 2021
SELL
$61.34 - $67.32 $14,905 - $16,358
-243 Reduced 0.47%
50,996 $3.16 Million
Q2 2021

Jul 20, 2021
SELL
$60.46 - $66.42 $1,934 - $2,125
-32 Reduced 0.06%
51,239 $3.1 Million
Q1 2021

Apr 19, 2021
BUY
$56.72 - $62.32 $4,934 - $5,421
87 Added 0.17%
51,271 $3.17 Million
Q4 2020

Feb 03, 2021
BUY
$54.62 - $64.17 $2,731 - $3,208
50 Added 0.1%
51,184 $3.14 Million
Q3 2020

Nov 03, 2020
SELL
$51.56 - $55.78 $83,733 - $90,586
-1,624 Reduced 3.08%
51,134 $2.77 Million
Q2 2020

Jul 21, 2020
BUY
$50.14 - $60.33 $7,420 - $8,928
148 Added 0.28%
52,758 $2.79 Million
Q1 2020

Apr 15, 2020
SELL
$43.23 - $70.85 $141,535 - $231,962
-3,274 Reduced 5.86%
52,610 $2.85 Million
Q4 2019

Jan 29, 2020
BUY
$60.33 - $63.86 $3.37 Million - $3.57 Million
55,884 New
55,884 $3.56 Million

Others Institutions Holding SO

# of Institutions
2,209
Shares Held
702M
Call Options Held
5.04M
Put Options Held
3.43M
View Full List

About SOUTHERN CO

SO Quotes by TradingView
  • Ticker SO
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 1,088,669,952
  • Market Cap $90.9B
  • 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
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