Capital Analysts, LLC Southern CO Transaction History

Capital Analysts, LLC

$2.45 Billion
Q3 2024

A detailed history of Capital Analysts, LLC transactions in Southern CO stock. As of the latest transaction made, Capital Analysts, LLC holds 524 shares of SO stock, worth $43,638. This represents 0.0% of its overall portfolio holdings.

Number of Shares

524

Previous 524 -0.0%

Holding current value

$43,638

Previous $41,000 14.63%

% of portfolio

0.0%

Previous 0.0%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	BUY	$67.77 - $80.71 $1,626 - $1,937	24 Added 4.8%	524 $41,000
Q4 2023 Jan 30, 2024	SELL	$62.71 - $73.08 $2,696 - $3,142	-43 Reduced 7.92%	500 $35,000
Q3 2023 Nov 13, 2023	SELL	$64.72 - $73.09 $2,071 - $2,338	-32 Reduced 5.57%	543 $35,000
Q2 2023 Aug 11, 2023	SELL	$68.97 - $75.66 $19,725 - $21,638	-286 Reduced 33.22%	575 $40,000
Q1 2023 May 05, 2023	BUY	$62.32 - $72.5 $17,823 - $20,735	286 Added 49.74%	861 $60,000
Q4 2022 Feb 08, 2023	SELL	$63.44 - $72.26 $11,546 - $13,151	-182 Reduced 24.04%	575 $41,000
Q3 2022 Nov 14, 2022	BUY	$68.0 - $80.16 $2,040 - $2,404	30 Added 4.13%	757 $52,000
Q2 2022 Aug 12, 2022	BUY	$65.39 - $76.51 $3,400 - $3,978	52 Added 7.7%	727 $52,000
Q1 2022 May 12, 2022	SELL	$62.84 - $72.51 $4,650 - $5,365	-74 Reduced 9.88%	675 $49,000
Q4 2021 Feb 10, 2022	BUY	$61.1 - $68.58 $61 - $68	1 Added 0.13%	749 $51,000
Q3 2021 Nov 04, 2021	BUY	$61.34 - $67.32 $15,212 - $16,695	248 Added 49.6%	748 $46,000
Q2 2021 Nov 15, 2021	SELL	$60.46 - $66.42 $51,814 - $56,921	-857 Reduced 63.15%	500 $30,000
Q2 2021 Aug 05, 2021	SELL	$60.46 - $66.42 $472,253 - $518,806	-7,811 Reduced 85.2%	1,357 $82,000
Q1 2021 May 17, 2021	BUY	$56.72 - $62.32 $520,008 - $571,349	9,168 New	9,168 $570,000

Others Institutions Holding SO

# of Institutions

2,215

Shares Held

705M

Call Options Held

5.04M

Put Options Held

3.43M

View Full List

About SOUTHERN CO

Ticker SO
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 1,088,669,952
Market Cap $90.7B
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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Capital Analysts, LLC Southern CO Transaction History