Girard Partners Ltd. Southern CO Transaction History

Girard Partners Ltd.

$1.06 Billion
Q2 2024

A detailed history of Girard Partners Ltd. transactions in Southern CO stock. As of the latest transaction made, Girard Partners Ltd. holds 5,914 shares of SO stock, worth $481,991. This represents 0.04% of its overall portfolio holdings.

Number of Shares

5,914

Previous 5,989 1.25%

Holding current value

$481,991

Previous $429,000 6.76%

% of portfolio

0.04%

Previous 0.04%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	SELL	$67.77 - $80.71 $5,082 - $6,053	-75 Reduced 1.25%	5,914 $458,000
Q1 2024 May 13, 2024	SELL	$66.25 - $72.24 $37,298 - $40,671	-563 Reduced 8.59%	5,989 $429,000
Q4 2023 Feb 09, 2024	BUY	$62.71 - $73.08 $48,788 - $56,856	778 Added 13.47%	6,552 $459,000
Q3 2023 Nov 02, 2023	SELL	$64.72 - $73.09 $3,236 - $3,654	-50 Reduced 0.86%	5,774 $373,000
Q2 2023 Aug 15, 2023	SELL	$68.97 - $75.66 $12,621 - $13,845	-183 Reduced 3.05%	5,824 $409,000
Q1 2023 May 12, 2023	SELL	$62.32 - $72.5 $39,136 - $45,530	-628 Reduced 9.46%	6,007 $417,000
Q4 2022 Jan 26, 2023	BUY	$63.44 - $72.26 $213,856 - $243,588	3,371 Added 103.28%	6,635 $0
Q3 2022 Oct 20, 2022	SELL	$68.0 - $80.16 $7,956 - $9,378	-117 Reduced 3.46%	3,264 $221,000
Q2 2022 Jul 26, 2022	SELL	$65.39 - $76.51 $90,630 - $106,042	-1,386 Reduced 29.07%	3,381 $241,000
Q1 2022 Apr 27, 2022	SELL	$62.84 - $72.51 $13,133 - $15,154	-209 Reduced 4.2%	4,767 $345,000
Q4 2021 Feb 02, 2022	SELL	$61.1 - $68.58 $114,745 - $128,793	-1,878 Reduced 27.4%	4,976 $341,000
Q3 2021 Nov 01, 2021	BUY	$61.34 - $67.32 $394,416 - $432,867	6,430 Added 1516.51%	6,854 $424,000
Q3 2021 Nov 01, 2021	SELL	$61.34 - $67.32 $516,114 - $566,430	-8,414 Reduced 95.2%	424 $424,000
Q2 2021 Aug 10, 2021	SELL	$60.46 - $66.42 $129,928 - $142,736	-2,149 Reduced 19.56%	8,838 $534,000
Q1 2021 May 06, 2021	BUY	$56.72 - $62.32 $6,749 - $7,416	119 Added 1.09%	10,987 $682,000
Q4 2020 Feb 02, 2021	SELL	$54.62 - $64.17 $72,535 - $85,217	-1,328 Reduced 10.89%	10,868 $667,000
Q3 2020 Nov 13, 2020	BUY	$51.56 - $55.78 $111,008 - $120,094	2,153 Added 21.44%	12,196 $661,000
Q2 2020 Aug 10, 2020	BUY	$50.14 - $60.33 $69,042 - $83,074	1,377 Added 15.89%	10,043 $520,000
Q1 2020 May 01, 2020	BUY	$43.23 - $70.85 $153,812 - $252,084	3,558 Added 69.66%	8,666 $469,000
Q4 2019 Feb 03, 2020	BUY	$60.33 - $63.86 $29,320 - $31,035	486 Added 10.51%	5,108 $325,000
Q3 2019 Nov 01, 2019	SELL	$54.84 - $61.98 $39,539 - $44,687	-721 Reduced 13.49%	4,622 $285,000
Q2 2019 Aug 12, 2019	BUY	$51.2 - $56.28 $2,560 - $2,814	50 Added 0.94%	5,343 $295,000
Q1 2019 May 08, 2019	SELL	$43.72 - $52.53 $35,850 - $43,074	-820 Reduced 13.41%	5,293 $273,000
Q4 2018 Feb 11, 2019	SELL	$42.79 - $47.56 $30,466 - $33,862	-712 Reduced 10.43%	6,113 $268,000
Q3 2018 Nov 09, 2018	BUY	$42.66 - $49.08 $15,314 - $17,619	359 Added 5.55%	6,825 $297,000
Q2 2018 Aug 07, 2018	BUY	$42.73 - $46.6 $1,965 - $2,143	46 Added 0.72%	6,466 $299,000
Q1 2018 Apr 18, 2018	BUY	$42.92 - $47.2 $5,064 - $5,569	118 Added 1.87%	6,420 $287,000
Q4 2017 Feb 07, 2018	SELL	$48.05 - $53.25 $39,064 - $43,292	-813 Reduced 11.43%	6,302 $303,000
Q3 2017 Nov 08, 2017	BUY	$47.92 - $50.64 $64,739 - $68,414	1,351 Added 23.44%	7,115 $350,000
Q2 2017 Aug 08, 2017	BUY	N/A	5,764	5,764 $276,000

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 $88.7B
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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Girard Partners Ltd. Southern CO Transaction History