Financial Synergies Wealth Advisors, Inc. Southern CO Transaction History

Financial Synergies Wealth Advisors, Inc.

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 12, 2024	BUY	$66.25 - $72.24 $33,655 - $36,697	508 Added 3628.57%	522 $37.4 Million
Q4 2023 Apr 04, 2024	SELL	$62.71 - $73.08 $31,229 - $36,393	-498 Reduced 97.27%	14 $1 Million
Q3 2023 Apr 04, 2024	BUY	$64.72 - $73.09 $323 - $365	5 Added 0.99%	512 $33.1 Million
Q2 2023 Apr 04, 2024	BUY	$68.97 - $75.66 $551 - $605	8 Added 1.6%	507 $35.6 Million
Q1 2023 Apr 04, 2024	BUY	$62.32 - $72.5 $30,225 - $35,162	485 Added 3464.29%	499 $34.7 Million
Q2 2022 Apr 04, 2024	BUY	$65.39 - $76.51 $915 - $1,071	14 New	14 $999,000

2,078

704M

4.27M

2.69M

Ticker SO
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 1,088,669,952
Market Cap $98.3B
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 Financial Synergies Wealth Advisors, Inc., based on Form 13F filings with the SEC.

Stay updated on Financial Synergies Wealth Advisors, Inc. with notifications on news.