A detailed history of W Advisors, LLC transactions in Southern CO stock. As of the latest transaction made, W Advisors, LLC holds 7,988 shares of SO stock, worth $664,282. This represents 0.45% of its overall portfolio holdings.

Number of Shares
7,988
Previous 7,901 1.1%
Holding current value
$664,282
Previous $612,000 17.65%
% of portfolio
0.45%
Previous 0.4%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024

BUY
$77.0 - $90.52 $6,699 - $7,875
87 Added 1.1%
7,988 $720,000
Q2 2024

Aug 06, 2024

BUY
$67.77 - $80.71 $3,456 - $4,116
51 Added 0.65%
7,901 $612,000
Q1 2024

Apr 25, 2024

BUY
$66.25 - $72.24 $2,385 - $2,600
36 Added 0.46%
7,850 $563,000
Q4 2023

Feb 06, 2024

BUY
$62.71 - $73.08 $17,997 - $20,973
287 Added 3.81%
7,814 $547,000
Q3 2023

Nov 13, 2023

SELL
$64.72 - $73.09 $12,944 - $14,618
-200 Reduced 2.59%
7,527 $487,000
Q2 2023

Aug 03, 2023

SELL
$68.97 - $75.66 $7,241 - $7,944
-105 Reduced 1.34%
7,727 $542,000
Q4 2022

Feb 06, 2023

SELL
$63.44 - $72.26 $47,897 - $54,556
-755 Reduced 8.79%
7,832 $559,000
Q3 2022

Oct 24, 2022

SELL
$68.0 - $80.16 $544 - $641
-8 Reduced 0.09%
8,587 $584,000
Q2 2022

Aug 26, 2022

BUY
$65.39 - $76.51 $1,373 - $1,606
21 Added 0.24%
8,595 $613,000
Q1 2022

Aug 26, 2022

BUY
$62.84 - $72.51 $31,859 - $36,762
507 Added 6.28%
8,574 $621,000
Q4 2021

Aug 15, 2022

BUY
$61.1 - $68.58 $492,893 - $553,234
8,067 New
8,067 $553,000

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 $90.5B
  • 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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