Bartlett & Co. Wealth Management LLC Southern CO Transaction History

Bartlett & Co. Wealth Management LLC

$6.97 Trillion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 14, 2024	BUY	$19.44 - $22.98 $3,596 - $4,251	185 Added 0.29%	65,065 $1.46 Billion
Q3 2023 Feb 14, 2024	BUY	$21.05 - $22.99 $8,420 - $9,196	400 Added 0.62%	64,880 $1.37 Billion
Q2 2023 Feb 14, 2024	BUY	$22.29 - $23.29 $25,076 - $26,201	1,125 Added 1.78%	64,480 $1.48 Billion
Q1 2023 Feb 14, 2024	SELL	$20.12 - $22.77 $16,599 - $18,785	-825 Reduced 1.29%	63,355 $1.43 Billion
Q4 2022 Feb 14, 2024	SELL	$18.78 - $21.22 $5,540 - $6,259	-295 Reduced 0.46%	64,180 $1.26 Billion
Q3 2022 Feb 14, 2024	BUY	$20.64 - $23.86 $270,177 - $312,327	13,090 Added 25.47%	64,475 $1.34 Billion
Q2 2022 Feb 14, 2024	BUY	$20.24 - $24.13 $15,179 - $18,097	750 Added 1.48%	51,385 $1.12 Billion
Q1 2022 Feb 14, 2024	BUY	$23.31 - $27.05 $44,871 - $52,071	1,925 Added 3.95%	50,635 $1.22 Billion
Q4 2021 Feb 14, 2024	BUY	$26.11 - $27.29 $1.27 Million - $1.33 Million	48,710 New	48,710 $1.32 Billion

Others Institutions Holding SOJD

# of Institutions

4

Shares Held

389K

Call Options Held

0

Put Options Held

0

About SOUTHERN CO

Ticker SOJD
Exchange NYSE
Sector Industrials

More about SOJD

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