Edge Wealth Management LLC Southern CO Transaction History

Edge Wealth Management LLC

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 Apr 14, 2022	SELL	$62.84 - $72.51 $18,537 - $21,390	-295 Closed	0 $0
Q3 2021 Oct 13, 2021	BUY	$61.34 - $67.32 $306 - $336	5 Added 1.72%	295 $18,000
Q3 2020 Oct 21, 2020	SELL	$51.56 - $55.78 $1,804 - $1,952	-35 Reduced 10.77%	290 $16,000
Q1 2020 Apr 20, 2020	BUY	$43.23 - $70.85 $4,755 - $7,793	110 Added 51.16%	325 $18,000
Q4 2019 Jan 29, 2020	SELL	$60.33 - $63.86 $16,892 - $17,880	-280 Reduced 56.57%	215 $14,000
Q1 2019 Apr 11, 2019	SELL	$43.72 - $52.53 $10.9 Million - $13.1 Million	-250,015 Reduced 99.8%	495 $26,000
Q4 2018 Jan 11, 2019	BUY	$42.79 - $47.56 $4.31 Million - $4.79 Million	100,659 Added 67.17%	250,510 $11 Million
Q3 2018 Oct 22, 2018	BUY	$42.66 - $49.08 $1.04 Million - $1.2 Million	24,375 Added 19.43%	149,851 $6.53 Million
Q2 2018 Jul 17, 2018	SELL	$42.73 - $46.6 $472,721 - $515,535	-11,063 Reduced 8.1%	125,476 $5.81 Million
Q1 2018 Apr 05, 2018	BUY	$42.92 - $47.2 $5.86 Million - $6.44 Million	136,539 New	136,539 $6.1 Million
Q4 2017 Jan 18, 2018	SELL	$48.05 - $53.25 $3.99 Million - $4.42 Million	-83,011 Closed	0 $0
Q3 2017 Oct 19, 2017	BUY	$47.92 - $50.64 $3.98 Million - $4.2 Million	83,011	83,011 $4.08 Million

2,213

704M

5.04M

3.43M

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...

Get notified when there are updates to the investment portfolio of Edge Wealth Management LLC, based on Form 13F filings with the SEC.

Stay updated on Edge Wealth Management LLC with notifications on news.