Hartford Financial Management Inc. Southern CO Transaction History

Hartford Financial Management Inc.

$471 Million
Q3 2024

A detailed history of Hartford Financial Management Inc. transactions in Southern CO stock. As of the latest transaction made, Hartford Financial Management Inc. holds 32,389 shares of SO stock, worth $2.7 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares

32,389

Previous 32,447 0.18%

Holding current value

$2.7 Million

Previous $2.52 Million 16.06%

% of portfolio

0.62%

Previous 0.56%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 28, 2024	SELL	$77.0 - $90.52 $4,466 - $5,250	-58 Reduced 0.18%	32,389 $2.92 Million
Q1 2023 Apr 25, 2023	SELL	$62.32 - $72.5 $16,577 - $19,285	-266 Reduced 0.81%	32,447 $2.26 Million
Q3 2022 Oct 25, 2022	SELL	$68.0 - $80.16 $2,448 - $2,885	-36 Reduced 0.11%	32,713 $2.22 Million
Q4 2021 Jan 27, 2022	BUY	$61.1 - $68.58 $480,918 - $539,793	7,871 Added 31.64%	32,749 $2.25 Million
Q3 2021 Oct 29, 2021	BUY	$61.34 - $67.32 $7,912 - $8,684	129 Added 0.52%	24,878 $1.54 Million
Q2 2021 Jul 27, 2021	SELL	$60.46 - $66.42 $12,092 - $13,284	-200 Reduced 0.8%	24,749 $1.5 Million
Q1 2021 Apr 14, 2021	SELL	$56.72 - $62.32 $13,272 - $14,582	-234 Reduced 0.93%	24,949 $1.55 Million
Q2 2020 Jul 23, 2020	SELL	$50.14 - $60.33 $20,306 - $24,433	-405 Reduced 1.58%	25,183 $1.31 Million
Q1 2020 May 01, 2020	BUY	$43.23 - $70.85 $760,848 - $1.25 Million	17,600 Added 220.33%	25,588 $1.39 Million
Q4 2019 Jan 28, 2020	SELL	$60.33 - $63.86 $1,025 - $1,085	-17 Reduced 0.21%	7,988 $509,000
Q3 2019 Oct 28, 2019	SELL	$54.84 - $61.98 $109,680 - $123,960	-2,000 Reduced 19.99%	8,005 $494,000
Q2 2019 Aug 01, 2019	SELL	$51.2 - $56.28 $44,032 - $48,400	-860 Reduced 7.92%	10,005 $553,000
Q1 2019 May 08, 2019	BUY	$43.72 - $52.53 $86,347 - $103,746	1,975 Added 22.22%	10,865 $562,000
Q4 2018 Feb 04, 2019	SELL	$42.79 - $47.56 $10,483 - $11,652	-245 Reduced 2.68%	8,890 $390,000
Q3 2018 Nov 01, 2018	SELL	$42.66 - $49.08 $60,961 - $70,135	-1,429 Reduced 13.53%	9,135 $398,000
Q2 2018 Aug 10, 2018	SELL	$42.73 - $46.6 $1,623 - $1,770	-38 Reduced 0.36%	10,564 $489,000
Q1 2018 Apr 10, 2018	BUY	$42.92 - $47.2 $10,472 - $11,516	244 Added 2.36%	10,602 $473,000
Q4 2017 Jan 16, 2018	BUY	$48.05 - $53.25 $768 - $852	16 Added 0.15%	10,358 $498,000
Q3 2017 Oct 16, 2017	BUY	$47.92 - $50.64 $495,588 - $523,718	10,342	10,342 $508,000

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...

More about SO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Hartford Financial Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Hartford Financial Management Inc. with notifications on news.

Account

Hartford Financial Management Inc. Southern CO Transaction History