First Personal Financial Services Southern CO Transaction History

First Personal Financial Services

$472 Million
Q3 2024

A detailed history of First Personal Financial Services transactions in Southern CO stock. As of the latest transaction made, First Personal Financial Services holds 54,123 shares of SO stock, worth $5.08 Million. This represents 1.03% of its overall portfolio holdings.

Number of Shares

54,123

Previous 55,954 3.27%

Holding current value

$5.08 Million

Previous $4.34 Million 12.44%

% of portfolio

1.03%

Previous 0.98%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 01, 2024	SELL	$77.0 - $90.52 $140,987 - $165,742	-1,831 Reduced 3.27%	54,123 $4.88 Million
Q2 2024 Jul 29, 2024	BUY	$67.77 - $80.71 $141,368 - $168,361	2,086 Added 3.87%	55,954 $4.34 Million
Q1 2024 Apr 25, 2024	BUY	$66.25 - $72.24 $1.73 Million - $1.88 Million	26,092 Added 93.94%	53,868 $3.86 Million
Q4 2023 Jan 29, 2024	BUY	$62.71 - $73.08 $1.6 Million - $1.87 Million	25,593 Added 1172.38%	27,776 $1.95 Million
Q3 2023 Oct 19, 2023	SELL	$64.72 - $73.09 $11,649 - $13,156	-180 Reduced 7.62%	2,183 $141,000
Q2 2023 Jul 28, 2023	BUY	$68.97 - $75.66 $127,111 - $139,441	1,843 Added 354.42%	2,363 $166,000
Q1 2023 Apr 24, 2023	SELL	$62.32 - $72.5 $5,110 - $5,945	-82 Reduced 13.62%	520 $36,000
Q3 2022 Oct 27, 2022	BUY	$68.0 - $80.16 $40,936 - $48,256	602 New	602 $41,000
Q1 2022 May 02, 2022	SELL	$62.84 - $72.51 $439 - $507	-7 Closed	0 $0
Q4 2021 Feb 04, 2022	BUY	$61.1 - $68.58 $427 - $480	7 New	7 $0
Q3 2021 Nov 04, 2021	SELL	$61.34 - $67.32 $19,628 - $21,542	-320 Closed	0 $0
Q2 2020 Aug 03, 2020	BUY	$50.14 - $60.33 $16,044 - $19,305	320 New	320 $17,000
Q1 2020 Apr 22, 2020	SELL	$43.23 - $70.85 $2,204 - $3,613	-51 Closed	0 $0
Q2 2019 Jul 29, 2019	BUY	$51.2 - $56.28 $2,611 - $2,870	51 New	51 $3,000
Q1 2018 May 10, 2018	SELL	$42.92 - $47.2 $19,056 - $20,956	-444 Closed	0 $0
Q3 2017 Nov 01, 2017	BUY	$47.92 - $50.64 $21,276 - $22,484	444	444 $22,000

Others Institutions Holding SO

# of Institutions

2,483

Shares Held

752M

Call Options Held

5.97M

Put Options Held

3.59M

View Full List

About SOUTHERN CO

Ticker SO
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 1,088,669,952
Market Cap $102B
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 First Personal Financial Services, based on Form 13F filings with the SEC.

News

Stay updated on First Personal Financial Services with notifications on news.

Account

First Personal Financial Services Southern CO Transaction History