Intercontinental Wealth Advisors, LLC Southern CO Transaction History

Intercontinental Wealth Advisors, LLC

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2020 Jan 19, 2021	BUY	$51.56 - $55.78 $103 - $111	2 Added 0.1%	1,981 $122,000
Q2 2020 Jan 19, 2021	SELL	$50.14 - $60.33 $8,523 - $10,256	-170 Reduced 7.91%	1,979 $109,000
Q1 2020 Jan 19, 2021	BUY	$43.23 - $70.85 $16,557 - $27,135	383 Added 21.69%	2,149 $111,000
Q4 2019 Feb 07, 2020	SELL	$60.33 - $63.86 $12,970 - $13,729	-215 Reduced 10.85%	1,766 $122,000
Q3 2019 Oct 09, 2019	BUY	$54.84 - $61.98 $109 - $123	2 Added 0.1%	1,981 $122,000
Q2 2019 Aug 02, 2019	SELL	$51.2 - $56.28 $8,704 - $9,567	-170 Reduced 7.91%	1,979 $109,000
Q1 2019 May 08, 2019	SELL	$43.72 - $52.53 $2,885 - $3,466	-66 Reduced 2.98%	2,149 $111,000
Q4 2018 Jan 31, 2019	BUY	$42.79 - $47.56 $94,779 - $105,345	2,215 New	2,215 $97,000
Q4 2016 Mar 09, 2018	SELL	N/A	-4,780 Closed	0 $0
Q3 2016 Mar 12, 2018	BUY	N/A	28 Added 0.59%	4,780 $245,000
Q2 2016 Mar 09, 2018	SELL	N/A	-548 Reduced 10.34%	4,752 $255,000
Q1 2016 Mar 09, 2018	SELL	N/A	-28 Reduced 0.53%	5,300 $274,000
Q4 2015 Mar 09, 2018	BUY	N/A	5,328	5,328 $249,000

2,212

704M

5.04M

3.43M

Ticker SO
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 1,088,669,952
Market Cap $95.4B
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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