Bdo Wealth Advisors, LLC Southern CO Transaction History

Bdo Wealth Advisors, LLC

$867 Million
Q2 2023

A detailed history of Bdo Wealth Advisors, LLC transactions in Southern CO stock. As of the latest transaction made, Bdo Wealth Advisors, LLC holds 3,834 shares of SO stock, worth $364,498. This represents 0.03% of its overall portfolio holdings.

Number of Shares

3,834

Previous 3,101 23.64%

Holding current value

$364,498

Previous $215,000 25.12%

% of portfolio

0.03%

Previous 0.03%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 01, 2023	BUY	$68.97 - $75.66 $50,555 - $55,458	733 Added 23.64%	3,834 $269,000
Q1 2023 May 09, 2023	BUY	$62.32 - $72.5 $165,210 - $192,197	2,651 Added 589.11%	3,101 $215,000
Q1 2022 May 06, 2022	SELL	$62.84 - $72.51 $6,723 - $7,758	-107 Reduced 19.21%	450 $33,000
Q4 2021 Feb 11, 2022	BUY	$61.1 - $68.58 $6,537 - $7,338	107 Added 23.78%	557 $38,000
Q3 2021 Nov 09, 2021	SELL	$61.34 - $67.32 $30,670 - $33,660	-500 Reduced 52.63%	450 $28,000
Q2 2021 Sep 03, 2021	BUY	$60.46 - $66.42 $30,230 - $33,210	500 Added 111.11%	950 $57,000
Q1 2021 May 14, 2021	BUY	$56.72 - $62.32 $25,524 - $28,044	450 New	450 $28,000
Q2 2019 Aug 09, 2019	SELL	$51.2 - $56.28 $46,643 - $51,271	-911 Closed	0 $0
Q1 2019 May 15, 2019	SELL	$43.72 - $52.53 $71,045 - $85,361	-1,625 Reduced 64.08%	911 $47,000
Q4 2018 Feb 14, 2019	SELL	$42.79 - $47.56 $76,594 - $85,132	-1,790 Reduced 41.38%	2,536 $111,000
Q3 2018 Nov 07, 2018	BUY	$42.66 - $49.08 $26,662 - $30,675	625 Added 16.89%	4,326 $189,000
Q2 2018 Aug 27, 2018	BUY	$42.73 - $46.6 $25,937 - $28,286	607 Added 19.62%	3,701 $171,000
Q1 2018 May 23, 2018	SELL	$42.92 - $47.2 $6,137 - $6,749	-143 Reduced 4.42%	3,094 $138,000
Q4 2017 Feb 14, 2018	BUY	$48.05 - $53.25 $86,297 - $95,637	1,796 Added 124.64%	3,237 $156,000
Q3 2017 Nov 08, 2017	BUY	$47.92 - $50.64 $69,052 - $72,972	1,441	1,441 $71,000

Others Institutions Holding SO

# of Institutions

2,502

Shares Held

750M

Call Options Held

5.94M

Put Options Held

3.49M

View Full List

About SOUTHERN CO

Ticker SO
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 1,088,669,952
Market Cap $103B
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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Bdo Wealth Advisors, LLC Southern CO Transaction History