Bernardo Wealth Planning LLC Southern CO Transaction History

Bernardo Wealth Planning LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2021 Apr 23, 2021	SELL	$56.72 - $62.32 $277,247 - $304,620	-4,888 Closed	0 $0
Q4 2020 Feb 01, 2021	BUY	$54.62 - $64.17 $873 - $1,026	16 Added 0.33%	4,888 $300,000
Q3 2020 Oct 23, 2020	SELL	$51.56 - $55.78 $10,621 - $11,490	-206 Reduced 4.06%	4,872 $264,000
Q2 2020 Aug 03, 2020	SELL	$50.14 - $60.33 $40,964 - $49,289	-817 Reduced 13.86%	5,078 $263,000
Q1 2020 May 01, 2020	SELL	$43.23 - $70.85 $8,991 - $14,736	-208 Reduced 3.41%	5,895 $319,000
Q4 2019 Feb 10, 2020	SELL	$60.33 - $63.86 $3,680 - $3,895	-61 Reduced 0.99%	6,103 $388,000
Q3 2019 Nov 04, 2019	SELL	$54.84 - $61.98 $19,358 - $21,878	-353 Reduced 5.42%	6,164 $380,000
Q2 2019 Aug 13, 2019	SELL	$51.2 - $56.28 $1,382 - $1,519	-27 Reduced 0.41%	6,517 $360,000
Q1 2019 May 08, 2019	SELL	$43.72 - $52.53 $4,678 - $5,620	-107 Reduced 1.61%	6,544 $338,000
Q4 2018 Feb 14, 2019	BUY	$42.79 - $47.56 $284,596 - $316,321	6,651 New	6,651 $292,000

2,215

705M

5.04M

3.43M

Ticker SO
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 1,088,669,952
Market Cap $97.7B
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...

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