Clearstead Advisors, LLC Southern CO Transaction History

Clearstead Advisors, LLC

$6.31 Billion
Q3 2024

A detailed history of Clearstead Advisors, LLC transactions in Southern CO stock. As of the latest transaction made, Clearstead Advisors, LLC holds 56,228 shares of SO stock, worth $4.94 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

56,228

Previous 57,977 3.02%

Holding current value

$4.94 Million

Previous $4.5 Million 12.74%

% of portfolio

0.08%

Previous 0.08%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$77.0 - $90.52 $134,673 - $158,319	-1,749 Reduced 3.02%	56,228 $5.07 Million
Q2 2024 Aug 09, 2024	BUY	$67.77 - $80.71 $3.36 Million - $4.01 Million	49,643 Added 595.67%	57,977 $4.5 Million
Q1 2024 May 14, 2024	BUY	$66.25 - $72.24 $21,465 - $23,405	324 Added 4.04%	8,334 $597,000
Q4 2023 Feb 12, 2024	SELL	$62.71 - $73.08 $2,821 - $3,288	-45 Reduced 0.56%	8,010 $561,000
Q3 2023 Nov 13, 2023	SELL	$64.72 - $73.09 $696,840 - $786,960	-10,767 Reduced 57.2%	8,055 $521,000
Q3 2023 Nov 07, 2023	BUY	$64.72 - $73.09 $718,909 - $811,883	11,108 Added 144.0%	18,822 $1.22 Million
Q2 2023 Aug 07, 2023	BUY	$68.97 - $75.66 $9,173 - $10,062	133 Added 1.75%	7,714 $541,000
Q1 2023 May 09, 2023	BUY	$62.32 - $72.5 $43,997 - $51,185	706 Added 10.27%	7,581 $527,000
Q4 2022 Feb 14, 2023	SELL	$63.44 - $72.26 $66,485 - $75,728	-1,048 Reduced 13.23%	6,875 $491,000
Q3 2022 Nov 14, 2022	SELL	$68.0 - $80.16 $683,196 - $805,367	-10,047 Reduced 55.91%	7,923 $539,000
Q2 2022 Aug 12, 2022	BUY	$65.39 - $76.51 $59,243 - $69,318	906 Added 5.31%	17,970 $1.28 Million
Q1 2022 May 04, 2022	BUY	$62.84 - $72.51 $30,477 - $35,167	485 Added 2.93%	17,064 $1.24 Million
Q4 2021 Feb 14, 2022	SELL	$61.1 - $68.58 $7,209 - $8,092	-118 Reduced 0.71%	16,579 $1.14 Million
Q3 2021 Nov 12, 2021	BUY	$61.34 - $67.32 $52,629 - $57,760	858 Added 5.42%	16,697 $1.04 Million
Q2 2021 Aug 12, 2021	SELL	$60.46 - $66.42 $2,539 - $2,789	-42 Reduced 0.26%	15,839 $958,000
Q1 2021 May 14, 2021	BUY	$56.72 - $62.32 $4,083 - $4,487	72 Added 0.46%	15,881 $987,000
Q4 2020 Feb 11, 2021	BUY	$54.62 - $64.17 $488,685 - $574,128	8,947 Added 130.38%	15,809 $971,000
Q3 2020 Nov 12, 2020	BUY	$51.56 - $55.78 $242,796 - $262,668	4,709 Added 218.72%	6,862 $372,000
Q1 2020 May 14, 2020	BUY	$43.23 - $70.85 $93,074 - $152,540	2,153 New	2,153 $117,000

Others Institutions Holding SO

# of Institutions

2,213

Shares Held

704M

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 $95.7B
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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Clearstead Advisors, LLC Southern CO Transaction History