Avion Wealth Southern CO Transaction History

Avion Wealth

$382 Million
Q3 2024

A detailed history of Avion Wealth transactions in Southern CO stock. As of the latest transaction made, Avion Wealth holds 181 shares of SO stock, worth $14,997. This represents 0.0% of its overall portfolio holdings.

Number of Shares

181

Previous 169 7.1%

Holding current value

$14,997

Previous $13,000 23.08%

% of portfolio

0.0%

Previous 0.0%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	BUY	$77.0 - $90.52 $924 - $1,086	12 Added 7.1%	181 $16,000
Q2 2024 Jul 26, 2024	SELL	$67.77 - $80.71 $53,944 - $64,245	-796 Reduced 82.49%	169 $13,000
Q1 2024 May 03, 2024	BUY	$66.25 - $72.24 $16,297 - $17,771	246 Added 34.21%	965 $70,000
Q4 2023 Jan 26, 2024	SELL	$62.71 - $73.08 $96,071 - $111,958	-1,532 Reduced 68.06%	719 $50,000
Q3 2023 Oct 20, 2023	BUY	$64.72 - $73.09 $582 - $657	9 Added 0.4%	2,251 $145,000
Q2 2023 Jul 14, 2023	BUY	$68.97 - $75.66 $4,138 - $4,539	60 Added 2.75%	2,242 $156,000
Q1 2023 May 05, 2023	BUY	$62.32 - $72.5 $1,246 - $1,450	20 Added 0.93%	2,182 $155,000
Q3 2022 Oct 31, 2022	SELL	$68.0 - $80.16 $2,312 - $2,725	-34 Reduced 1.55%	2,162 $147,000
Q2 2022 Aug 11, 2022	BUY	$65.39 - $76.51 $2,027 - $2,371	31 Added 1.43%	2,196 $157,000
Q3 2021 Nov 01, 2021	SELL	$61.34 - $67.32 $6,134 - $6,731	-100 Reduced 4.42%	2,165 $134,000
Q2 2021 Jul 27, 2021	BUY	$60.46 - $66.42 $5,985 - $6,575	99 Added 4.57%	2,265 $137,000
Q1 2021 May 06, 2021	SELL	$56.72 - $62.32 $5,672 - $6,232	-100 Reduced 4.41%	2,166 $135,000
Q4 2020 Jan 26, 2021	BUY	$54.62 - $64.17 $5,462 - $6,417	100 Added 4.62%	2,266 $139,000
Q1 2020 Apr 08, 2020	BUY	$43.23 - $70.85 $93,636 - $153,461	2,166 New	2,166 $117,000

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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