Avantax Advisory Services, Inc. Southern CO Transaction History

Avantax Advisory Services, Inc.

$13.8 Billion
Q2 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Southern CO stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 97,707 shares of SO stock, worth $8.88 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

97,707

Previous 86,063 13.53%

Holding current value

$8.88 Million

Previous $6.17 Million 22.76%

% of portfolio

0.05%

Previous 0.06%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	BUY	$67.77 - $80.71 $789,113 - $939,787	11,644 Added 13.53%	97,707 $7.58 Million
Q1 2024 May 08, 2024	SELL	$66.25 - $72.24 $151,050 - $164,707	-2,280 Reduced 2.58%	86,063 $6.17 Million
Q4 2023 Feb 07, 2024	BUY	$62.71 - $73.08 $311,167 - $362,622	4,962 Added 5.95%	88,343 $6.19 Million
Q3 2023 Nov 07, 2023	BUY	$64.72 - $73.09 $13,397 - $15,129	207 Added 0.25%	83,381 $5.4 Million
Q2 2023 Aug 11, 2023	SELL	$68.97 - $75.66 $55,520 - $60,906	-805 Reduced 0.96%	83,174 $5.84 Million
Q1 2023 Apr 28, 2023	SELL	$62.32 - $72.5 $176,427 - $205,247	-2,831 Reduced 3.26%	83,979 $5.84 Million
Q4 2022 Feb 13, 2023	BUY	$63.44 - $72.26 $455,182 - $518,465	7,175 Added 9.01%	86,810 $6.2 Million
Q3 2022 Nov 01, 2022	BUY	$68.0 - $80.16 $110,704 - $130,500	1,628 Added 2.09%	79,635 $5.42 Million
Q2 2022 Aug 02, 2022	BUY	$65.39 - $76.51 $1.06 Million - $1.24 Million	16,261 Added 26.34%	78,007 $5.56 Million
Q1 2022 Apr 27, 2022	BUY	$62.84 - $72.51 $235,587 - $271,839	3,749 Added 6.46%	61,746 $4.48 Million
Q4 2021 Jan 24, 2022	BUY	$61.1 - $68.58 $69,348 - $77,838	1,135 Added 2.0%	57,997 $3.98 Million
Q3 2021 Oct 21, 2021	SELL	$61.34 - $67.32 $47,293 - $51,903	-771 Reduced 1.34%	56,862 $3.53 Million
Q2 2021 Jul 29, 2021	BUY	$60.46 - $66.42 $410,100 - $450,526	6,783 Added 13.34%	57,633 $3.48 Million
Q1 2021 May 13, 2021	BUY	$56.72 - $62.32 $274,694 - $301,815	4,843 Added 10.53%	50,850 $3.16 Million
Q4 2020 Jan 22, 2021	SELL	$54.62 - $64.17 $5.49 Million - $6.45 Million	-100,481 Reduced 68.59%	46,007 $2.83 Million
Q3 2020 Oct 14, 2020	BUY	$51.56 - $55.78 $5.39 Million - $5.83 Million	104,510 Added 248.96%	146,488 $7.95 Million
Q2 2020 Aug 06, 2020	SELL	$50.14 - $60.33 $1.18 Million - $1.42 Million	-23,477 Reduced 35.87%	41,978 $2.18 Million
Q1 2020 Apr 30, 2020	BUY	$43.23 - $70.85 $34,540 - $56,609	799 Added 1.24%	65,455 $3.54 Million
Q4 2019 Feb 14, 2020	BUY	$60.33 - $63.86 $707,610 - $749,013	11,729 Added 22.16%	64,656 $4.12 Million
Q3 2019 Nov 08, 2019	BUY	$54.84 - $61.98 $160,023 - $180,857	2,918 Added 5.83%	52,927 $3.27 Million
Q2 2019 Aug 06, 2019	BUY	$51.2 - $56.28 $438,835 - $482,375	8,571 Added 20.68%	50,009 $2.76 Million
Q1 2019 May 13, 2019	BUY	$43.72 - $52.53 $753,514 - $905,354	17,235 Added 71.21%	41,438 $2.14 Million
Q4 2018 Feb 13, 2019	BUY	$42.79 - $47.56 $1.04 Million - $1.15 Million	24,203 New	24,203 $1.06 Million

Others Institutions Holding SO

# of Institutions

2,077

Shares Held

704M

Call Options Held

4.27M

Put Options Held

2.69M

View Full List

About SOUTHERN CO

Ticker SO
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 1,088,669,952
Market Cap $98.9B
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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Avantax Advisory Services, Inc. Southern CO Transaction History