Hhm Wealth Advisors, LLC Southern CO Transaction History

Hhm Wealth Advisors, LLC

$658 Million
Q2 2024

A detailed history of Hhm Wealth Advisors, LLC transactions in Southern CO stock. As of the latest transaction made, Hhm Wealth Advisors, LLC holds 24,400 shares of SO stock, worth $2.2 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares

24,400

Previous 17,333 40.77%

Holding current value

$2.2 Million

Previous $1.24 Million 52.21%

% of portfolio

0.29%

Previous 0.21%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 07, 2024	BUY	$67.77 - $80.71 $478,930 - $570,377	7,067 Added 40.77%	24,400 $1.89 Million
Q1 2024 May 14, 2024	BUY	$66.25 - $72.24 $9,010 - $9,824	136 Added 0.79%	17,333 $1.24 Million
Q4 2023 Feb 05, 2024	BUY	$62.71 - $73.08 $12,542 - $14,616	200 Added 1.18%	17,197 $1.21 Million
Q3 2023 Nov 03, 2023	SELL	$64.72 - $73.09 $68,797 - $77,694	-1,063 Reduced 5.89%	16,997 $1.1 Million
Q1 2023 May 02, 2023	BUY	$62.32 - $72.5 $24,990 - $29,072	401 Added 2.27%	18,060 $1.26 Million
Q4 2022 Jan 19, 2023	BUY	$63.44 - $72.26 $109,878 - $125,154	1,732 Added 10.87%	17,659 $0
Q3 2022 Nov 04, 2022	SELL	$68.0 - $80.16 $28,220 - $33,266	-415 Reduced 2.54%	15,927 $1.08 Million
Q2 2022 Aug 08, 2022	SELL	$65.39 - $76.51 $10,135 - $11,859	-155 Reduced 0.94%	16,342 $1.17 Million
Q1 2022 Apr 27, 2022	SELL	$62.84 - $72.51 $18,852 - $21,753	-300 Reduced 1.79%	16,497 $1.2 Million
Q4 2021 Feb 03, 2022	SELL	$61.1 - $68.58 $6,171 - $6,926	-101 Reduced 0.6%	16,797 $1.15 Million
Q3 2020 Nov 12, 2020	SELL	$51.56 - $55.78 $5,723 - $6,191	-111 Reduced 0.65%	16,898 $916,000
Q2 2020 Aug 13, 2020	SELL	$50.14 - $60.33 $30,334 - $36,499	-605 Reduced 3.43%	17,009 $882,000
Q1 2020 May 12, 2020	SELL	$43.23 - $70.85 $71,372 - $116,973	-1,651 Reduced 8.57%	17,614 $954,000
Q4 2019 Feb 12, 2020	BUY	$60.33 - $63.86 $198,485 - $210,099	3,290 Added 20.59%	19,265 $1.23 Million
Q3 2019 Nov 13, 2019	SELL	$54.84 - $61.98 $59,775 - $67,558	-1,090 Reduced 6.39%	15,975 $987,000
Q2 2019 Aug 13, 2019	SELL	$51.2 - $56.28 $21,145 - $23,243	-413 Reduced 2.36%	17,065 $943,000
Q1 2019 May 14, 2019	SELL	$43.72 - $52.53 $93,079 - $111,836	-2,129 Reduced 10.86%	17,478 $903,000
Q4 2018 Feb 13, 2019	BUY	$42.79 - $47.56 $838,983 - $932,508	19,607 New	19,607 $861,000

Others Institutions Holding SO

# of Institutions

2,076

Shares Held

704M

Call Options Held

4.27M

Put Options Held

2.69M

View Full List

About SOUTHERN CO

Ticker SO
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 1,088,669,952
Market Cap $98B
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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Hhm Wealth Advisors, LLC Southern CO Transaction History