Cooper Financial Group Southern CO Transaction History

Cooper Financial Group

$808 Million
Q4 2024

A detailed history of Cooper Financial Group transactions in Southern CO stock. As of the latest transaction made, Cooper Financial Group holds 3,639 shares of SO stock, worth $304,911. This represents 0.04% of its overall portfolio holdings.

Number of Shares

3,639

Previous 3,602 1.03%

Holding current value

$304,911

Previous $324,000 7.72%

% of portfolio

0.04%

Previous 0.04%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	$81.5 - $94.15 $3,015 - $3,483	37 Added 1.03%	3,639 $299,000
Q3 2024 Nov 14, 2024	BUY	$77.0 - $90.52 $28,798 - $33,854	374 Added 11.59%	3,602 $324,000
Q2 2024 Jul 15, 2024	SELL	$67.77 - $80.71 $72,107 - $85,875	-1,064 Reduced 24.79%	3,228 $250,000
Q1 2024 Apr 11, 2024	SELL	$66.25 - $72.24 $331 - $361	-5 Reduced 0.12%	4,292 $307,000
Q4 2023 Jan 16, 2024	SELL	$62.71 - $73.08 $12,604 - $14,689	-201 Reduced 4.47%	4,297 $301,000
Q3 2023 Oct 13, 2023	SELL	$64.72 - $73.09 $313,827 - $354,413	-4,849 Reduced 51.88%	4,498 $291,000
Q2 2023 Jul 07, 2023	SELL	$68.97 - $75.66 $4,000 - $4,388	-58 Reduced 0.62%	9,347 $656,000
Q1 2023 May 10, 2023	SELL	$62.32 - $72.5 $88,806 - $103,312	-1,425 Reduced 13.16%	9,405 $654,000
Q4 2022 Jan 13, 2023	SELL	$63.44 - $72.26 $119,457 - $136,065	-1,883 Reduced 14.81%	10,830 $0
Q3 2022 Oct 13, 2022	SELL	$68.0 - $80.16 $74,460 - $87,775	-1,095 Reduced 7.93%	12,713 $864,000
Q2 2022 Jul 11, 2022	BUY	$65.39 - $76.51 $82,587 - $96,632	1,263 Added 10.07%	13,808 $985,000
Q1 2022 Apr 12, 2022	BUY	$62.84 - $72.51 $531,563 - $613,362	8,459 Added 207.02%	12,545 $910,000
Q4 2021 Feb 11, 2022	BUY	$61.1 - $68.58 $244 - $274	4 Added 0.1%	4,086 $280,000
Q3 2021 Oct 06, 2021	BUY	$61.34 - $67.32 $250,389 - $274,800	4,082 New	4,082 $253,000
Q1 2021 May 17, 2021	SELL	$56.72 - $62.32 $218,372 - $239,932	-3,850 Closed	0 $0
Q4 2020 Feb 16, 2021	SELL	$54.62 - $64.17 $114,428 - $134,436	-2,095 Reduced 35.24%	3,850 $236,000
Q3 2020 Oct 09, 2020	BUY	$51.56 - $55.78 $76,927 - $83,223	1,492 Added 33.51%	5,945 $322,000
Q2 2020 Jul 15, 2020	BUY	$50.14 - $60.33 $223,273 - $268,649	4,453 New	4,453 $231,000
Q1 2020 May 15, 2020	SELL	$43.23 - $70.85 $147,414 - $241,598	-3,410 Closed	0 $0
Q4 2019 Jan 07, 2020	BUY	$60.33 - $63.86 $9,351 - $9,898	155 Added 4.76%	3,410 $217,000
Q3 2019 Oct 08, 2019	BUY	$54.84 - $61.98 $178,504 - $201,744	3,255 New	3,255 $201,000

Others Institutions Holding SO

# of Institutions

2,241

Shares Held

708M

Call Options Held

5.02M

Put Options Held

3.41M

View Full List

About SOUTHERN CO

Ticker SO
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 1,088,669,952
Market Cap $91.2B
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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Cooper Financial Group Southern CO Transaction History