Aevitas Wealth Management, Inc. Southern CO Transaction History

Aevitas Wealth Management, Inc.

$169 Million
Q4 2022

A detailed history of Aevitas Wealth Management, Inc. transactions in Southern CO stock. As of the latest transaction made, Aevitas Wealth Management, Inc. holds 5,398 shares of SO stock, worth $523,606. This represents 0.23% of its overall portfolio holdings.

Number of Shares

5,398

Previous 5,381 0.32%

Holding current value

$523,606

Previous $366,000 5.19%

% of portfolio

0.23%

Previous 0.28%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 24, 2023	BUY	$63.44 - $72.26 $1,078 - $1,228	17 Added 0.32%	5,398 $0
Q3 2022 Oct 24, 2022	BUY	$68.0 - $80.16 $1,564 - $1,843	23 Added 0.43%	5,381 $366,000
Q2 2022 Jul 22, 2022	BUY	$65.39 - $76.51 $1,634 - $1,912	25 Added 0.47%	5,358 $382,000
Q1 2022 Apr 25, 2022	SELL	$62.84 - $72.51 $35,693 - $41,185	-568 Reduced 9.63%	5,333 $387,000
Q4 2021 Jan 19, 2022	BUY	$61.1 - $68.58 $1,710 - $1,920	28 Added 0.48%	5,901 $405,000
Q3 2021 Nov 01, 2021	SELL	$61.34 - $67.32 $7,606 - $8,347	-124 Reduced 2.07%	5,873 $364,000
Q2 2021 Jul 22, 2021	BUY	$60.46 - $66.42 $1,632 - $1,793	27 Added 0.45%	5,997 $363,000
Q1 2021 Apr 29, 2021	BUY	$56.72 - $62.32 $1,588 - $1,744	28 Added 0.47%	5,970 $371,000
Q4 2020 Jan 19, 2021	BUY	$54.62 - $64.17 $47,847 - $56,212	876 Added 17.29%	5,942 $365,000
Q3 2020 Oct 22, 2020	SELL	$51.56 - $55.78 $8,765 - $9,482	-170 Reduced 3.25%	5,066 $275,000
Q2 2020 Jul 29, 2020	BUY	$50.14 - $60.33 $1,353 - $1,628	27 Added 0.52%	5,236 $271,000
Q1 2020 Apr 16, 2020	BUY	$43.23 - $70.85 $994 - $1,629	23 Added 0.44%	5,209 $282,000
Q4 2019 Jan 31, 2020	BUY	$60.33 - $63.86 $13,513 - $14,304	224 Added 4.51%	5,186 $330,000
Q3 2019 Oct 21, 2019	SELL	$54.84 - $61.98 $28,845 - $32,601	-526 Reduced 9.58%	4,962 $307,000
Q2 2019 Jul 26, 2019	SELL	$51.2 - $56.28 $24,268 - $26,676	-474 Reduced 7.95%	5,488 $303,000
Q1 2019 May 09, 2019	BUY	$43.72 - $52.53 $1,093 - $1,313	25 Added 0.42%	5,962 $308,000
Q4 2018 Feb 14, 2019	BUY	$42.79 - $47.56 $1,155 - $1,284	27 Added 0.46%	5,937 $261,000
Q3 2018 Nov 14, 2018	SELL	$42.66 - $49.08 $15,826 - $18,208	-371 Reduced 5.91%	5,910 $258,000
Q2 2018 Aug 10, 2018	BUY	$42.73 - $46.6 $1,153 - $1,258	27 Added 0.43%	6,281 $291,000
Q1 2018 May 15, 2018	BUY	$42.92 - $47.2 $1,158 - $1,274	27 Added 0.43%	6,254 $279,000
Q4 2017 Feb 13, 2018	BUY	$48.05 - $53.25 $299,207 - $331,587	6,227	6,227 $299,000

Others Institutions Holding SO

# of Institutions

2,493

Shares Held

751M

Call Options Held

5.94M

Put Options Held

3.49M

View Full List

About SOUTHERN CO

Ticker SO
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 1,088,669,952
Market Cap $106B
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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Aevitas Wealth Management, Inc. Southern CO Transaction History