A detailed history of William Allan, LLC transactions in Southern CO stock. As of the latest transaction made, William Allan, LLC holds 8,478 shares of SO stock, worth $704,860. This represents 0.48% of its overall portfolio holdings.

Number of Shares
8,478
Previous 8,373 1.25%
Holding current value
$704,860
Previous $649,000 17.72%
% of portfolio
0.48%
Previous 0.45%

Shares

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

Nov 14, 2024

BUY
$77.0 - $90.52 $8,085 - $9,504
105 Added 1.25%
8,478 $764,000
Q2 2024

Jul 29, 2024

SELL
$67.77 - $80.71 $7,454 - $8,878
-110 Reduced 1.3%
8,373 $649,000
Q1 2024

May 08, 2024

SELL
$66.25 - $72.24 $3,975 - $4,334
-60 Reduced 0.7%
8,483 $608,000
Q4 2023

Feb 13, 2024

SELL
$62.71 - $73.08 $2,382 - $2,777
-38 Reduced 0.44%
8,543 $599,000
Q3 2023

Nov 02, 2023

BUY
$64.72 - $73.09 $3,236 - $3,654
50 Added 0.59%
8,581 $555,000
Q2 2023

Jul 28, 2023

SELL
$68.97 - $75.66 $1,034 - $1,134
-15 Reduced 0.18%
8,531 $599,000
Q1 2023

May 04, 2023

BUY
$62.32 - $72.5 $4,985 - $5,800
80 Added 0.94%
8,546 $594,000
Q4 2022

Feb 01, 2023

SELL
$63.44 - $72.26 $27,850 - $31,722
-439 Reduced 4.93%
8,466 $604,000
Q3 2022

Oct 18, 2022

BUY
$68.0 - $80.16 $24,140 - $28,456
355 Added 4.15%
8,905 $606,000
Q2 2022

Jul 25, 2022

SELL
$65.39 - $76.51 $549,472 - $642,913
-8,403 Reduced 49.57%
8,550 $610,000
Q1 2022

May 04, 2022

SELL
$62.84 - $72.51 $680,368 - $785,065
-10,827 Reduced 38.97%
16,953 $1.23 Million
Q4 2021

Feb 14, 2022

BUY
$61.1 - $68.58 $1.7 Million - $1.91 Million
27,780 New
27,780 $1.91 Million

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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