Richard Pzena - Pzena Investment Management
Holding/activity history for The Southern Co. (SO)
← All SO superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2018 Q4 | 0 | 0.00 | Sell 100.00% | <0.01 | $42.50–50.54 · VW $47.58i | SEC | |
| 2018 Q3 | 10,846 | <0.01 | $43.61 | $473,000 | SEC | ||
| 2018 Q2 | 10,846 | <0.01 | Reduce 34.34% | <0.01 | $42.73–49.43 · VW $45.31i | $502,000 | SEC |
| 2018 Q1 | 16,519 | <0.01 | Add 70.28% | <0.01 | $42.42–46.75 · VW $44.69i | $738,000 | SEC |
| 2017 Q4 | 9,701 | <0.01 | Add 24.37% | <0.01 | $42.38–52.00 · VW $45.81i | $467,000 | SEC |
| 2017 Q3 | 7,800 | <0.01 | Add 4.64% | <0.01 | $47.88–53.51 · VW $50.86i | $383,000 | SEC |
| 2017 Q2 | 7,454 | <0.01 | Add 7.75% | <0.01 | $46.71–51.97 · VW $48.98i | $357,000 | SEC |
| 2017 Q1 | 6,918 | <0.01 | Buy | <0.01 | $49.01–51.47 · VW $50.36i | $344,000 | SEC |
Price snapshot:
Current price$96.47
52-week low$82.46
52-week high$99.26