9258 Wealth Management, LLC Southern CO Transaction History

9258 Wealth Management, LLC

$664 Million
Q3 2024

A detailed history of 9258 Wealth Management, LLC transactions in Southern CO stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 6,234 shares of SO stock, worth $516,549. This represents 0.08% of its overall portfolio holdings.

Number of Shares

6,234

Previous 5,583 11.66%

Holding current value

$516,549

Previous $433,000 29.79%

% of portfolio

0.08%

Previous 0.07%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$77.0 - $90.52 $50,127 - $58,928	651 Added 11.66%	6,234 $562,000
Q2 2024 Aug 02, 2024	BUY	$67.77 - $80.71 $79,697 - $94,914	1,176 Added 26.68%	5,583 $433,000
Q1 2024 May 03, 2024	SELL	$66.25 - $72.24 $9,606 - $10,474	-145 Reduced 3.19%	4,407 $316,000
Q3 2023 Nov 08, 2023	SELL	$64.72 - $73.09 $28,217 - $31,867	-436 Reduced 8.74%	4,552 $294,000
Q2 2023 Aug 08, 2023	SELL	$68.97 - $75.66 $33,657 - $36,922	-488 Reduced 8.91%	4,988 $350,000
Q1 2023 May 03, 2023	BUY	$62.32 - $72.5 $75,905 - $88,305	1,218 Added 28.6%	5,476 $381,000
Q4 2022 Feb 03, 2023	SELL	$63.44 - $72.26 $7,549 - $8,598	-119 Reduced 2.72%	4,258 $304,000
Q3 2022 Nov 08, 2022	BUY	$68.0 - $80.16 $1,564 - $1,843	23 Added 0.53%	4,377 $298,000
Q2 2022 Aug 04, 2022	BUY	$65.39 - $76.51 $13,993 - $16,373	214 Added 5.17%	4,354 $310,000
Q1 2022 May 13, 2022	BUY	$62.84 - $72.51 $33,430 - $38,575	532 Added 14.75%	4,140 $300,000
Q4 2021 Feb 11, 2022	BUY	$61.1 - $68.58 $220,448 - $247,436	3,608 New	3,608 $247,000
Q1 2020 May 05, 2020	SELL	$43.23 - $70.85 $160,340 - $262,782	-3,709 Closed	0 $0
Q4 2019 Feb 06, 2020	BUY	$60.33 - $63.86 $223,763 - $236,856	3,709 New	3,709 $236,000

Others Institutions Holding SO

# of Institutions

2,213

Shares Held

703M

Call Options Held

5.04M

Put Options Held

3.43M

View Full List

About SOUTHERN CO

Ticker SO
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 1,088,669,952
Market Cap $90.2B
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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9258 Wealth Management, LLC Southern CO Transaction History