Bartlett & Co. Wealth Management LLC Southern CO Transaction History

Bartlett & Co. Wealth Management LLC

$6.89 Trillion
Q4 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 14, 2024	SELL	$17.42 - $20.01 $36,582 - $42,021	-2,100 Reduced 3.97%	50,766 $1.01 Billion
Q3 2023 Feb 14, 2024	SELL	$19.47 - $20.95 $98,829 - $106,342	-5,076 Reduced 8.76%	52,866 $1.03 Billion
Q1 2023 Feb 14, 2024	SELL	$17.74 - $20.0 $55,242 - $62,280	-3,114 Reduced 5.1%	57,942 $1.16 Billion
Q4 2022 Feb 14, 2024	SELL	$17.2 - $19.4 $191,797 - $216,329	-11,151 Reduced 15.44%	61,056 $1.06 Billion
Q3 2022 Feb 14, 2024	SELL	$18.44 - $20.96 $15,378 - $17,480	-834 Reduced 1.14%	72,207 $1.37 Billion
Q2 2022 Feb 14, 2024	SELL	$18.23 - $22.26 $9,115 - $11,130	-500 Reduced 0.68%	73,041 $1.39 Billion
Q4 2021 Feb 14, 2024	BUY	$25.3 - $26.0 $1.86 Million - $1.91 Million	73,541 New	73,541 $1.91 Billion

Others Institutions Holding SOJE

# of Institutions

8

Shares Held

109K

Call Options Held

0

Put Options Held

0

About SOUTHERN CO

Ticker SOJE
Exchange NYSE
Shares Outstandng 1,063,001,320
Market Cap $20.1B

More about SOJE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bartlett & Co. Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bartlett & Co. Wealth Management LLC with notifications on news.