Bogart Wealth, LLC Southern CO Transaction History

Bogart Wealth, LLC

$1.96 Billion
Q1 2024

A detailed history of Bogart Wealth, LLC transactions in Southern CO stock. As of the latest transaction made, Bogart Wealth, LLC holds 1,466 shares of SO stock, worth $113,717. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,466

Previous 1,246 17.66%

Holding current value

$113,717

Previous $87,000 20.69%

% of portfolio

0.01%

Previous 0.0%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 25, 2024	BUY	$66.25 - $72.24 $14,575 - $15,892	220 Added 17.66%	1,466 $105,000
Q4 2023 Feb 06, 2024	SELL	$62.71 - $73.08 $1,128 - $1,315	-18 Reduced 1.42%	1,246 $87,000
Q2 2023 Jul 28, 2023	SELL	$68.97 - $75.66 $7,241 - $7,944	-105 Reduced 7.67%	1,264 $88,000
Q1 2023 Apr 21, 2023	SELL	$62.32 - $72.5 $21,438 - $24,940	-344 Reduced 20.08%	1,369 $95,000
Q4 2022 Feb 06, 2023	SELL	$63.44 - $72.26 $1,776 - $2,023	-28 Reduced 1.61%	1,713 $122,000

Q3 2022 Nov 03, 2022	BUY	$68.0 - $80.16 $10,336 - $12,184	152 Added 9.57%	1,741 $118,000
Q3 2020 Oct 06, 2020	SELL	$51.56 - $55.78 $3,867 - $4,183	-75 Reduced 4.51%	1,589 $86,000
Q1 2020 Apr 20, 2020	BUY	$43.23 - $70.85 $172 - $283	4 Added 0.24%	1,664 $90,000
Q3 2019 Oct 10, 2019	SELL	$54.84 - $61.98 $1,535 - $1,735	-28 Reduced 1.66%	1,660 $103,000
Q3 2018 Oct 16, 2018	SELL	$42.66 - $49.08 $2,986 - $3,435	-70 Reduced 3.98%	1,688 $74,000
Q1 2018 Apr 13, 2018	SELL	$42.92 - $47.2 $39,057 - $42,952	-910 Reduced 34.11%	1,758 $79,000
Q4 2017 Jan 11, 2018	SELL	$48.05 - $53.25 $308,481 - $341,865	-6,420 Reduced 70.64%	2,668 $128,000
Q3 2017 Oct 12, 2017	SELL	$47.92 - $50.64 $29,087 - $30,738	-607 Reduced 6.26%	9,088 $451,000
Q2 2017 Sep 19, 2017	BUY	N/A	976 Added 11.19%	9,695 $464,000
Q1 2017 Sep 19, 2017	BUY	N/A	1,866 Added 27.23%	8,719 $434,000
Q4 2016 Aug 31, 2017	BUY	N/A	6,853	6,853 $337,000

Others Institutions Holding SO

# of Institutions

1,971

Shares Held

670M

Call Options Held

Put Options Held

2.15M

View Full List

About SOUTHERN CO

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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Bogart Wealth, LLC Southern CO Transaction History