A detailed history of Venturi Wealth Management, LLC transactions in Southern CO stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 15,761 shares of SO stock, worth $1.32 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
15,761
Previous 10,874 44.94%
Holding current value
$1.32 Million
Previous $980,000 32.35%
% of portfolio
0.07%
Previous 0.06%

Shares

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

Jan 31, 2025

BUY
$81.5 - $94.15 $398,290 - $460,111
4,887 Added 44.94%
15,761 $1.3 Million
Q3 2024

Nov 04, 2024

SELL
$77.0 - $90.52 $25,102 - $29,509
-326 Reduced 2.91%
10,874 $980,000
Q2 2024

Jul 19, 2024

BUY
$67.77 - $80.71 $1,084 - $1,291
16 Added 0.14%
11,200 $868,000
Q1 2024

Apr 23, 2024

SELL
$66.25 - $72.24 $55,782 - $60,826
-842 Reduced 7.0%
11,184 $802,000
Q4 2023

Jan 23, 2024

BUY
$62.71 - $73.08 $439,722 - $512,436
7,012 Added 139.85%
12,026 $843,000
Q3 2023

Nov 02, 2023

BUY
$64.72 - $73.09 $324,506 - $366,473
5,014 New
5,014 $324,000
Q1 2023

May 02, 2023

BUY
$62.32 - $72.5 $182,909 - $212,787
2,935 New
2,935 $204,000
Q3 2020

Nov 03, 2020

SELL
$51.56 - $55.78 $521,993 - $564,716
-10,124 Closed
0 $0
Q2 2020

Aug 05, 2020

BUY
$50.14 - $60.33 $479,839 - $577,358
9,570 Added 1727.44%
10,124 $525,000
Q3 2019

Oct 29, 2019

BUY
$54.84 - $61.98 $30,381 - $34,336
554 New
554 $34,000

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 $91.4B
  • 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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