Campbell Wealth Management Southern CO Transaction History

Campbell Wealth Management

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 09, 2024	BUY	$66.25 - $72.24 $217,167 - $236,802	3,278 New	3,278 $235,000
Q3 2023 Nov 13, 2023	BUY	$64.72 - $73.09 $582 - $657	9 Added 0.28%	3,260 $211,000
Q2 2023 Jul 31, 2023	BUY	$68.97 - $75.66 $224,221 - $245,970	3,251 New	3,251 $228,000
Q1 2023 May 08, 2023	SELL	$62.32 - $72.5 $2,991 - $3,480	-48 Reduced 1.46%	3,242 $226,000
Q4 2022 Jan 10, 2023	BUY	$63.44 - $72.26 $2,220 - $2,529	35 Added 1.08%	3,290 $235,000
Q3 2022 Oct 11, 2022	BUY	$68.0 - $80.16 $221,340 - $260,920	3,255 New	3,255 $221,000
Q2 2022 Aug 02, 2022	SELL	$65.39 - $76.51 $216,833 - $253,707	-3,316 Closed	0 $0
Q1 2022 May 18, 2022	BUY	$62.84 - $72.51 $565 - $652	9 Added 0.27%	3,316 $240,000
Q4 2021 Jan 27, 2022	BUY	$61.1 - $68.58 $202,057 - $226,794	3,307 New	3,307 $227,000
Q3 2021 Dec 22, 2022	BUY	$61.34 - $67.32 $11,531 - $12,656	188 Added 5.78%	3,443 $213,000
Q3 2021 Oct 25, 2021	SELL	$61.34 - $67.32 $210,641 - $231,176	-3,434 Closed	0 $0
Q2 2021 Jul 21, 2021	BUY	$60.46 - $66.42 $604 - $664	10 Added 0.29%	3,434 $208,000
Q1 2021 Apr 30, 2021	BUY	$56.72 - $62.32 $4,594 - $5,047	81 Added 2.42%	3,424 $213,000
Q4 2020 Jan 19, 2021	BUY	$54.62 - $64.17 $182,594 - $214,520	3,343 New	3,343 $205,000
Q3 2020 Nov 02, 2020	SELL	$51.56 - $55.78 $80,021 - $86,570	-1,552 Closed	0 $0
Q2 2020 Jul 23, 2020	BUY	$50.14 - $60.33 $77,817 - $93,632	1,552 New	1,552 $80,000

2,212

704M

5.04M

3.43M

Ticker SO
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 1,088,669,952
Market Cap $95.4B
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...

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