A detailed history of Traverso Chambers Private Wealth Management, LLC transactions in Southern CO stock. As of the latest transaction made, Traverso Chambers Private Wealth Management, LLC holds 11,002 shares of SO stock, worth $969,496. This represents 0.19% of its overall portfolio holdings.

Number of Shares
11,002
Previous 11,018 0.15%
Holding current value
$969,496
Previous $713,000 8.13%
% of portfolio
0.19%
Previous 0.19%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 08, 2024

SELL
$62.71 - $73.08 $1,003 - $1,169
-16 Reduced 0.15%
11,002 $771,000
Q3 2023

Oct 26, 2023

BUY
$64.72 - $73.09 $25,305 - $28,578
391 Added 3.68%
11,018 $713,000
Q2 2023

Jul 13, 2023

SELL
$68.97 - $75.66 $8,345 - $9,154
-121 Reduced 1.13%
10,627 $746,000
Q1 2023

Apr 12, 2023

SELL
$62.32 - $72.5 $1,807 - $2,102
-29 Reduced 0.27%
10,748 $747,000
Q4 2022

Jan 27, 2023

SELL
$63.44 - $72.26 $5,646 - $6,431
-89 Reduced 0.82%
10,777 $769,000
Q3 2022

Oct 12, 2022

BUY
$68.0 - $80.16 $21,148 - $24,929
311 Added 2.95%
10,866 $739,000
Q2 2022

Jul 13, 2022

BUY
$65.39 - $76.51 $20,532 - $24,024
314 Added 3.07%
10,555 $753,000
Q1 2022

Apr 13, 2022

BUY
$62.84 - $72.51 $4,775 - $5,510
76 Added 0.75%
10,241 $743,000
Q4 2021

Jan 19, 2022

BUY
$61.1 - $68.58 $19,735 - $22,151
323 Added 3.28%
10,165 $697,000
Q3 2021

Oct 08, 2021

BUY
$61.34 - $67.32 $103,173 - $113,232
1,682 Added 20.61%
9,842 $610,000
Q2 2021

Aug 12, 2021

BUY
$60.46 - $66.42 $60,762 - $66,752
1,005 Added 14.05%
8,160 $494,000
Q1 2021

Apr 15, 2021

BUY
$56.72 - $62.32 $19,511 - $21,438
344 Added 5.05%
7,155 $445,000
Q4 2020

Jan 19, 2021

BUY
$54.62 - $64.17 $6,772 - $7,957
124 Added 1.85%
6,811 $418,000
Q3 2020

Oct 20, 2020

BUY
$51.56 - $55.78 $20,572 - $22,256
399 Added 6.35%
6,687 $363,000
Q2 2020

Jul 09, 2020

BUY
$50.14 - $60.33 $26,624 - $32,035
531 Added 9.22%
6,288 $326,000
Q1 2020

Apr 10, 2020

BUY
$43.23 - $70.85 $11,239 - $18,421
260 Added 4.73%
5,757 $312,000
Q4 2019

Jan 09, 2020

SELL
$60.33 - $63.86 $15,987 - $16,922
-265 Reduced 4.6%
5,497 $350,000
Q3 2019

Oct 31, 2019

BUY
$54.84 - $61.98 $10,529 - $11,900
192 Added 3.45%
5,762 $356,000
Q2 2019

Jul 17, 2019

SELL
$51.2 - $56.28 $8,089 - $8,892
-158 Reduced 2.76%
5,570 $311,000
Q1 2019

Apr 10, 2019

SELL
$43.72 - $52.53 $393 - $472
-9 Reduced 0.16%
5,728 $296,000
Q4 2018

Feb 12, 2019

BUY
$42.79 - $47.56 $245,486 - $272,851
5,737 New
5,737 $252,000

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 $95.9B
  • 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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