Coastal Investment Advisors, Inc. Southern CO Transaction History

Coastal Investment Advisors, Inc.

$211 Million
Q3 2024

A detailed history of Coastal Investment Advisors, Inc. transactions in Southern CO stock. As of the latest transaction made, Coastal Investment Advisors, Inc. holds 3,871 shares of SO stock, worth $347,383. This represents 0.17% of its overall portfolio holdings.

Number of Shares

3,871

Previous 15,080 74.33%

Holding current value

$347,383

Previous $1.17 Million 70.15%

% of portfolio

0.17%

Previous 0.23%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	SELL	$77.0 - $90.52 $863,093 - $1.01 Million	-11,209 Reduced 74.33%	3,871 $349,000
Q2 2024 Jul 15, 2024	SELL	$67.77 - $80.71 $120,833 - $143,905	-1,783 Reduced 10.57%	15,080 $1.17 Million
Q1 2024 Apr 19, 2024	BUY	$66.25 - $72.24 $200,936 - $219,103	3,033 Added 21.93%	16,863 $1.21 Million
Q4 2023 Jan 19, 2024	BUY	$62.71 - $73.08 $26,212 - $30,547	418 Added 3.12%	13,830 $969,000
Q3 2023 Oct 20, 2023	SELL	$64.72 - $73.09 $12,944 - $14,618	-200 Reduced 1.47%	13,412 $868,000
Q2 2023 Aug 09, 2023	SELL	$68.97 - $75.66 $1,172 - $1,286	-17 Reduced 0.12%	13,612 $956,000
Q1 2023 May 05, 2023	SELL	$62.32 - $72.5 $10,906 - $12,687	-175 Reduced 1.27%	13,629 $948,000
Q4 2022 Feb 10, 2023	BUY	$63.44 - $72.26 $20,047 - $22,834	316 Added 2.34%	13,804 $985,000
Q3 2022 Oct 27, 2022	BUY	$68.0 - $80.16 $1,088 - $1,282	16 Added 0.12%	13,488 $917,000
Q2 2022 Aug 09, 2022	SELL	$65.39 - $76.51 $108,874 - $127,389	-1,665 Reduced 11.0%	13,472 $985,000
Q1 2022 Apr 13, 2022	BUY	$62.84 - $72.51 $42,291 - $48,799	673 Added 4.65%	15,137 $1.1 Million
Q4 2021 Jan 18, 2022	BUY	$61.1 - $68.58 $12,403 - $13,921	203 Added 1.42%	14,464 $992,000
Q3 2021 Oct 18, 2021	BUY	$61.34 - $67.32 $20,119 - $22,080	328 Added 2.35%	14,261 $884,000
Q2 2021 Jul 15, 2021	BUY	$60.46 - $66.42 $7,255 - $7,970	120 Added 0.87%	13,933 $843,000
Q1 2021 Apr 12, 2021	BUY	$56.72 - $62.32 $240,662 - $264,423	4,243 Added 44.34%	13,813 $859,000
Q4 2020 Jan 13, 2021	SELL	$54.62 - $64.17 $44,679 - $52,491	-818 Reduced 7.87%	9,570 $588,000
Q3 2020 Oct 23, 2020	BUY	$51.56 - $55.78 $158,650 - $171,635	3,077 Added 42.09%	10,388 $563,000
Q2 2020 Jul 16, 2020	BUY	$50.14 - $60.33 $25,170 - $30,285	502 Added 7.37%	7,311 $379,000
Q1 2020 Apr 23, 2020	SELL	$43.23 - $70.85 $103,406 - $169,473	-2,392 Reduced 26.0%	6,809 $369,000
Q4 2019 Feb 05, 2020	SELL	$60.33 - $63.86 $45,066 - $47,703	-747 Reduced 7.51%	9,201 $569,000
Q3 2019 Oct 18, 2019	SELL	$54.84 - $61.98 $291,364 - $329,299	-5,313 Reduced 34.81%	9,948 $612,000
Q2 2019 Aug 01, 2019	BUY	$51.2 - $56.28 $495,820 - $545,015	9,684 Added 173.64%	15,261 $848,000
Q1 2019 May 15, 2019	BUY	$43.72 - $52.53 $243,826 - $292,959	5,577 New	5,577 $290,000

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 $97.7B
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...

More about SO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Coastal Investment Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Coastal Investment Advisors, Inc. with notifications on news.

Account

Coastal Investment Advisors, Inc. Southern CO Transaction History