Aberdeen Wealth Management LLC Southern CO Transaction History

Aberdeen Wealth Management LLC

$149 Million
Q3 2024

A detailed history of Aberdeen Wealth Management LLC transactions in Southern CO stock. As of the latest transaction made, Aberdeen Wealth Management LLC holds 9,938 shares of SO stock, worth $870,568. This represents 0.6% of its overall portfolio holdings.

Number of Shares

9,938

Previous 10,234 2.89%

Holding current value

$870,568

Previous $793,000 12.99%

% of portfolio

0.6%

Previous 0.54%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	SELL	$77.0 - $90.52 $22,792 - $26,793	-296 Reduced 2.89%	9,938 $896,000
Q2 2024 Aug 02, 2024	SELL	$67.77 - $80.71 $53,877 - $64,164	-795 Reduced 7.21%	10,234 $793,000
Q1 2024 May 14, 2024	BUY	$66.25 - $72.24 $20,206 - $22,033	305 Added 2.84%	11,029 $791,000
Q4 2023 Feb 14, 2024	SELL	$62.71 - $73.08 $18,499 - $21,558	-295 Reduced 2.68%	10,724 $751,000
Q3 2023 Nov 13, 2023	BUY	$64.72 - $73.09 $323 - $365	5 Added 0.05%	11,019 $713,000
Q2 2023 Aug 03, 2023	SELL	$68.97 - $75.66 $20,346 - $22,319	-295 Reduced 2.61%	11,014 $773,000
Q1 2023 May 15, 2023	SELL	$62.32 - $72.5 $15,268 - $17,762	-245 Reduced 2.12%	11,309 $786,000
Q4 2022 Feb 14, 2023	BUY	$63.44 - $72.26 $317 - $361	5 Added 0.04%	11,554 $825,000
Q3 2022 Nov 14, 2022	BUY	$68.0 - $80.16 $272 - $320	4 Added 0.03%	11,549 $785,000
Q2 2022 Aug 10, 2022	BUY	$65.39 - $76.51 $261 - $306	4 Added 0.03%	11,545 $823,000
Q1 2022 May 12, 2022	BUY	$62.84 - $72.51 $314 - $362	5 Added 0.04%	11,541 $837,000
Q4 2021 Feb 14, 2022	SELL	$61.1 - $68.58 $18,085 - $20,299	-296 Reduced 2.5%	11,536 $791,000
Q3 2021 Nov 15, 2021	SELL	$61.34 - $67.32 $13,188 - $14,473	-215 Reduced 1.78%	11,832 $733,000
Q2 2021 Jul 23, 2021	BUY	$60.46 - $66.42 $241 - $265	4 Added 0.03%	12,047 $729,000
Q1 2021 May 13, 2021	SELL	$56.72 - $62.32 $18,717 - $20,565	-330 Reduced 2.67%	12,043 $749,000
Q4 2020 Feb 10, 2021	BUY	$54.62 - $64.17 $18,570 - $21,817	340 Added 2.83%	12,373 $760,000
Q3 2020 Nov 13, 2020	SELL	$51.56 - $55.78 $46,300 - $50,090	-898 Reduced 6.94%	12,033 $652,000
Q2 2020 Aug 13, 2020	BUY	$50.14 - $60.33 $11,933 - $14,358	238 Added 1.88%	12,931 $670,000
Q1 2020 May 08, 2020	BUY	$43.23 - $70.85 $172 - $283	4 Added 0.03%	12,693 $687,000
Q4 2019 Feb 14, 2020	BUY	$60.33 - $63.86 $765,527 - $810,319	12,689 New	12,689 $808,000

Others Institutions Holding SO

# of Institutions

2,212

Shares Held

704M

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 $95.4B
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...

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Aberdeen Wealth Management LLC Southern CO Transaction History