Foundations Investment Advisors, LLC Southern CO Transaction History

Foundations Investment Advisors, LLC

$4.46 Billion
Q3 2024

A detailed history of Foundations Investment Advisors, LLC transactions in Southern CO stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 105,001 shares of SO stock, worth $8.74 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

105,001

Previous 65,161 61.14%

Holding current value

$8.74 Million

Previous $5.05 Million 87.32%

% of portfolio

0.21%

Previous 0.13%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	BUY	$77.0 - $90.52 $3.07 Million - $3.61 Million	39,840 Added 61.14%	105,001 $9.47 Million
Q2 2024 Aug 02, 2024	BUY	$67.77 - $80.71 $232,857 - $277,319	3,436 Added 5.57%	65,161 $5.05 Million
Q1 2024 May 13, 2024	BUY	$66.25 - $72.24 $113,883 - $124,180	1,719 Added 2.86%	61,725 $4.43 Million
Q4 2023 Feb 08, 2024	SELL	$62.71 - $73.08 $120,403 - $140,313	-1,920 Reduced 3.1%	60,006 $4.21 Million
Q3 2023 Oct 05, 2023	BUY	$64.72 - $73.09 $127,951 - $144,498	1,977 Added 3.3%	61,926 $4.01 Million
Q2 2023 Jul 19, 2023	BUY	$68.97 - $75.66 $102,213 - $112,128	1,482 Added 2.53%	59,949 $4.21 Million
Q1 2023 Apr 25, 2023	BUY	$62.32 - $72.5 $830,850 - $966,570	13,332 Added 29.54%	58,467 $4.07 Million
Q4 2022 Jan 11, 2023	BUY	$63.44 - $72.26 $1.84 Million - $2.1 Million	29,070 Added 180.95%	45,135 $0
Q3 2022 Oct 19, 2022	BUY	$68.0 - $80.16 $354,824 - $418,274	5,218 Added 48.11%	16,065 $1.09 Million
Q2 2022 Jul 08, 2022	BUY	$65.39 - $76.51 $399,729 - $467,705	6,113 Added 129.13%	10,847 $775,000
Q1 2022 Apr 19, 2022	SELL	$62.84 - $72.51 $11,122 - $12,834	-177 Reduced 3.6%	4,734 $360,000
Q4 2021 Jan 21, 2022	BUY	$61.1 - $68.58 $39,715 - $44,577	650 Added 15.25%	4,911 $333,000
Q3 2021 Oct 13, 2021	BUY	$61.34 - $67.32 $9,446 - $10,367	154 Added 3.75%	4,261 $264,000
Q2 2021 Jul 14, 2021	SELL	$60.46 - $66.42 $64,148 - $70,471	-1,061 Reduced 20.53%	4,107 $252,000
Q1 2021 Apr 09, 2021	BUY	$56.72 - $62.32 $61,484 - $67,554	1,084 Added 26.54%	5,168 $325,000
Q4 2020 Jan 13, 2021	BUY	$54.62 - $64.17 $223,068 - $262,070	4,084 New	4,084 $251,000

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 $90.7B
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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Foundations Investment Advisors, LLC Southern CO Transaction History