Forth Right Wealth Management, LLC Southern CO Transaction History

Forth Right Wealth Management, LLC

$290 Million
Q3 2024

A detailed history of Forth Right Wealth Management, LLC transactions in Southern CO stock. As of the latest transaction made, Forth Right Wealth Management, LLC holds 13,854 shares of SO stock, worth $1.22 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares

13,854

Previous 13,756 0.71%

Holding current value

$1.22 Million

Previous $1.07 Million 17.06%

% of portfolio

0.43%

Previous 0.39%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 28, 2024	BUY	$77.0 - $90.52 $7,546 - $8,870	98 Added 0.71%	13,854 $1.25 Million
Q2 2024 Jul 12, 2024	BUY	$67.77 - $80.71 $3,456 - $4,116	51 Added 0.37%	13,756 $1.07 Million
Q1 2024 Apr 23, 2024	BUY	$66.25 - $72.24 $80,758 - $88,060	1,219 Added 9.76%	13,705 $983,000
Q4 2023 Jan 23, 2024	SELL	$62.71 - $73.08 $18,687 - $21,777	-298 Reduced 2.33%	12,486 $875,000
Q3 2023 Oct 24, 2023	BUY	$64.72 - $73.09 $5,630 - $6,358	87 Added 0.69%	12,784 $827,000
Q2 2023 Jul 17, 2023	SELL	$68.97 - $75.66 $10,828 - $11,878	-157 Reduced 1.22%	12,697 $891,000
Q1 2023 Apr 18, 2023	BUY	$62.32 - $72.5 $21,126 - $24,577	339 Added 2.71%	12,854 $894,000
Q4 2022 Jan 17, 2023	BUY	$63.44 - $72.26 $2,664 - $3,034	42 Added 0.34%	12,515 $0
Q3 2022 Oct 17, 2022	SELL	$68.0 - $80.16 $87,516 - $103,165	-1,287 Reduced 9.35%	12,473 $848,000
Q2 2022 Jul 15, 2022	BUY	$65.39 - $76.51 $2,419 - $2,830	37 Added 0.27%	13,760 $981,000
Q1 2022 Apr 19, 2022	BUY	$62.84 - $72.51 $799,827 - $922,907	12,728 Added 1279.2%	13,723 $995,000
Q1 2022 Apr 14, 2022	SELL	$62.84 - $72.51 $797,376 - $920,079	-12,689 Reduced 92.73%	995 $995,000
Q4 2021 Jan 24, 2022	BUY	$61.1 - $68.58 $339,288 - $380,824	5,553 Added 68.29%	13,684 $938,000
Q3 2021 Oct 26, 2021	BUY	$61.34 - $67.32 $253,334 - $278,031	4,130 Added 103.22%	8,131 $504,000
Q2 2021 Jul 23, 2021	BUY	$60.46 - $66.42 $181 - $199	3 Added 0.08%	4,001 $242,000
Q1 2021 Apr 26, 2021	SELL	$56.72 - $62.32 $7,203 - $7,914	-127 Reduced 3.08%	3,998 $249,000
Q4 2020 Jan 29, 2021	BUY	$54.62 - $64.17 $225,307 - $264,701	4,125 New	4,125 $253,000

Others Institutions Holding SO

# of Institutions

2,215

Shares Held

705M

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 $96.3B
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...

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Forth Right Wealth Management, LLC Southern CO Transaction History