Certified Advisory Corp Southern CO Transaction History

Certified Advisory Corp

$882 Million
Q3 2024

A detailed history of Certified Advisory Corp transactions in Southern CO stock. As of the latest transaction made, Certified Advisory Corp holds 9,994 shares of SO stock, worth $810,413. This represents 0.1% of its overall portfolio holdings.

Number of Shares

9,994

Previous 7,787 28.34%

Holding current value

$810,413

Previous $604,000 49.17%

% of portfolio

0.1%

Previous 0.08%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$77.0 - $90.52 $169,939 - $199,777	2,207 Added 28.34%	9,994 $901,000
Q2 2024 Aug 13, 2024	BUY	$67.77 - $80.71 $527,724 - $628,488	7,787 New	7,787 $604,000
Q3 2023 Nov 13, 2023	BUY	$64.72 - $73.09 $194 - $219	3 Added 0.23%	1,302 $84,000
Q2 2023 Aug 14, 2023	BUY	$68.97 - $75.66 $275 - $302	4 Added 0.31%	1,299 $91,000
Q1 2023 May 15, 2023	BUY	$62.32 - $72.5 $80,704 - $93,887	1,295 New	1,295 $90,000
Q2 2022 Aug 15, 2022	SELL	$65.39 - $76.51 $63,362 - $74,138	-969 Reduced 95.85%	42 $3,000
Q1 2022 May 13, 2022	BUY	$62.84 - $72.51 $63,531 - $73,307	1,011 New	1,011 $73,000
Q4 2021 Feb 14, 2022	SELL	$61.1 - $68.58 $2,566 - $2,880	-42 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$61.34 - $67.32 $2,576 - $2,827	42 New	42 $3,000
Q2 2021 Aug 16, 2021	SELL	$60.46 - $66.42 $53,628 - $58,914	-887 Closed	0 $0
Q1 2021 May 10, 2021	BUY	$56.72 - $62.32 $3,630 - $3,988	64 Added 7.78%	887 $56,000
Q2 2020 Jul 27, 2020	BUY	$50.14 - $60.33 $150 - $180	3 Added 0.37%	823 $42,000
Q1 2020 Apr 27, 2020	BUY	$43.23 - $70.85 $129 - $212	3 Added 0.37%	820 $44,000
Q4 2019 Jan 29, 2020	BUY	$60.33 - $63.86 $180 - $191	3 Added 0.37%	817 $52,000
Q3 2019 Nov 12, 2019	BUY	$54.84 - $61.98 $219 - $247	4 Added 0.49%	814 $51,000
Q2 2019 Aug 07, 2019	BUY	$51.2 - $56.28 $153 - $168	3 Added 0.37%	810 $44,000
Q1 2019 May 07, 2019	BUY	$43.72 - $52.53 $1,836 - $2,206	42 Added 5.49%	807 $42,000
Q4 2018 Feb 04, 2019	SELL	$42.79 - $47.56 $299,701 - $333,110	-7,004 Reduced 90.15%	765 $34,000
Q3 2018 Nov 13, 2018	SELL	$42.66 - $49.08 $30,160 - $34,699	-707 Reduced 8.34%	7,769 $339,000
Q2 2018 Aug 14, 2018	BUY	$42.73 - $46.6 $42 - $46	1 Added 0.01%	8,476 $393,000
Q4 2017 Feb 22, 2018	BUY	$48.05 - $53.25 $407,223 - $451,293	8,475	8,475 $407,000

Others Institutions Holding SO

# of Institutions

2,215

Shares Held

703M

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 $88.3B
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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Certified Advisory Corp Southern CO Transaction History