Doyle Wealth Management Southern CO Transaction History

Doyle Wealth Management

$1.16 Billion
Q3 2022

A detailed history of Doyle Wealth Management transactions in Southern CO stock. As of the latest transaction made, Doyle Wealth Management holds 46,940 shares of SO stock, worth $4.13 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares

46,940

Previous 46,773 0.36%

Holding current value

$4.13 Million

Previous $3.34 Million 4.29%

% of portfolio

0.27%

Previous 0.27%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 15, 2022	BUY	$68.0 - $80.16 $11,356 - $13,386	167 Added 0.36%	46,940 $3.19 Million
Q2 2022 Aug 10, 2022	SELL	$65.39 - $76.51 $98,346 - $115,071	-1,504 Reduced 3.12%	46,773 $3.34 Million
Q1 2022 May 13, 2022	BUY	$62.84 - $72.51 $190,468 - $219,777	3,031 Added 6.7%	48,277 $3.5 Million
Q4 2021 Feb 11, 2022	BUY	$61.1 - $68.58 $89,389 - $100,332	1,463 Added 3.34%	45,246 $3.1 Million
Q3 2021 Nov 12, 2021	BUY	$61.34 - $67.32 $97,898 - $107,442	1,596 Added 3.78%	43,783 $2.71 Million
Q2 2021 Aug 03, 2021	BUY	$60.46 - $66.42 $112,576 - $123,674	1,862 Added 4.62%	42,187 $2.55 Million
Q1 2021 May 07, 2021	BUY	$56.72 - $62.32 $26,431 - $29,041	466 Added 1.17%	40,325 $2.51 Million
Q4 2020 Feb 04, 2021	BUY	$54.62 - $64.17 $335,749 - $394,452	6,147 Added 18.23%	39,859 $2.45 Million
Q3 2020 Nov 13, 2020	BUY	$51.56 - $55.78 $271,463 - $293,681	5,265 Added 18.51%	33,712 $1.83 Million
Q2 2020 Aug 06, 2020	BUY	$50.14 - $60.33 $210,337 - $253,084	4,195 Added 17.3%	28,447 $1.48 Million
Q1 2020 Apr 29, 2020	BUY	$43.23 - $70.85 $29,439 - $48,248	681 Added 2.89%	24,252 $1.31 Million
Q4 2019 Feb 11, 2020	BUY	$60.33 - $63.86 $138,095 - $146,175	2,289 Added 10.76%	23,571 $1.5 Million
Q3 2019 Nov 05, 2019	BUY	$54.84 - $61.98 $848,100 - $958,520	15,465 Added 265.86%	21,282 $1.32 Million
Q2 2019 Aug 15, 2019	SELL	$51.2 - $56.28 $28,364 - $31,179	-554 Reduced 8.7%	5,817 $322,000
Q1 2019 May 13, 2019	SELL	$43.72 - $52.53 $197,308 - $237,067	-4,513 Reduced 41.46%	6,371 $340,000
Q4 2018 Feb 08, 2019	SELL	$42.79 - $47.56 $6,931 - $7,704	-162 Reduced 1.47%	10,884 $478,000
Q3 2018 Nov 08, 2018	BUY	$42.66 - $49.08 $213 - $245	5 Added 0.05%	11,046 $482,000
Q2 2018 Aug 08, 2018	BUY	$42.73 - $46.6 $8,759 - $9,553	205 Added 1.89%	11,041 $511,000
Q1 2018 May 11, 2018	SELL	$42.92 - $47.2 $3.19 Million - $3.5 Million	-74,254 Reduced 87.27%	10,836 $484,000
Q4 2017 Feb 07, 2018	BUY	$48.05 - $53.25 $576 - $639	12 Added 0.01%	85,090 $4.09 Million
Q3 2017 Oct 25, 2017	BUY	$47.92 - $50.64 $4.08 Million - $4.31 Million	85,078	85,078 $4.18 Million

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 $95.8B
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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Doyle Wealth Management Southern CO Transaction History