Avion Wealth Southern CO Transaction History

Avion Wealth

  • $373 Million
  • Q1 2024

A detailed history of Avion Wealth transactions in Southern CO stock. As of the latest transaction made, Avion Wealth holds 965 shares of SO stock, worth $74,855. This represents 0.02% of its overall portfolio holdings.

Number of Shares
965
Previous 719 34.21%
Holding current value
$74,855
Previous $50,000 40.0%
% of portfolio
0.02%
Previous 0.01%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,971
Shares Held
670M
Call Options Held
5M
Put Options Held
2.15M
View Full List

About SOUTHERN CO

SO Quotes by TradingView
  • Ticker SO
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 1,088,669,952
  • Market Cap $84.4B
  • 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...
More about SO
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