A detailed history of Wealth Trust Asset Management, LLC transactions in Southern CO stock. As of the latest transaction made, Wealth Trust Asset Management, LLC holds 3,246 shares of SO stock, worth $269,937. This represents 0.22% of its overall portfolio holdings.

Number of Shares
3,246
Previous 3,241 0.15%
Holding current value
$269,937
Previous $251,000 16.33%
% of portfolio
0.22%
Previous 0.19%

Shares

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

Nov 12, 2024

BUY
$77.0 - $90.52 $385 - $452
5 Added 0.15%
3,246 $292,000
Q2 2024

Aug 12, 2024

BUY
$67.77 - $80.71 $338 - $403
5 Added 0.15%
3,241 $251,000
Q1 2024

May 03, 2024

BUY
$66.25 - $72.24 $463 - $505
7 Added 0.22%
3,236 $232,000
Q4 2023

Feb 08, 2024

BUY
$62.71 - $73.08 $376 - $438
6 Added 0.19%
3,229 $226,000
Q3 2023

Nov 08, 2023

BUY
$64.72 - $73.09 $388 - $438
6 Added 0.19%
3,223 $208,000
Q2 2023

Aug 04, 2023

BUY
$68.97 - $75.66 $413 - $453
6 Added 0.19%
3,217 $225,000
Q1 2023

Apr 28, 2023

SELL
$62.32 - $72.5 $4,611 - $5,365
-74 Reduced 2.25%
3,211 $223,000
Q4 2022

Feb 06, 2023

BUY
$63.44 - $72.26 $380 - $433
6 Added 0.18%
3,285 $234,000
Q3 2022

Nov 03, 2022

BUY
$68.0 - $80.16 $476 - $561
7 Added 0.21%
3,279 $223,000
Q2 2022

Aug 08, 2022

BUY
$65.39 - $76.51 $523 - $612
8 Added 0.25%
3,272 $233,000
Q1 2022

May 27, 2022

SELL
$62.84 - $72.51 $4,524 - $5,220
-72 Reduced 2.16%
3,264 $237,000
Q4 2021

May 27, 2022

BUY
$61.1 - $68.58 $488 - $548
8 Added 0.24%
3,336 $229,000
Q3 2021

Oct 27, 2021

BUY
$61.34 - $67.32 $204,139 - $224,040
3,328 New
3,328 $206,000

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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