Iowa State Bank Southern CO Transaction History

Iowa State Bank

$481 Million
Q3 2024

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 05, 2022	SELL	$65.39 - $76.51 $30,210 - $35,347	-462 Reduced 13.48%	2,965 $211,000
Q1 2022 Apr 27, 2022	SELL	$62.84 - $72.51 $75,408 - $87,012	-1,200 Reduced 25.93%	3,427 $248,000
Q4 2021 Feb 02, 2022	SELL	$61.1 - $68.58 $115,051 - $129,136	-1,883 Reduced 28.92%	4,627 $317,000
Q3 2021 Oct 12, 2021	SELL	$61.34 - $67.32 $119,919 - $131,610	-1,955 Reduced 23.1%	6,510 $403,000
Q2 2021 Aug 03, 2021	SELL	$60.46 - $66.42 $21,463 - $23,579	-355 Reduced 4.02%	8,465 $512,000
Q1 2021 Apr 15, 2021	SELL	$56.72 - $62.32 $129,321 - $142,089	-2,280 Reduced 20.54%	8,820 $548,000
Q4 2020 Feb 04, 2021	SELL	$54.62 - $64.17 $16,386 - $19,251	-300 Reduced 2.63%	11,100 $682,000
Q3 2020 Oct 19, 2020	BUY	$51.56 - $55.78 $27,584 - $29,842	535 Added 4.92%	11,400 $618,000
Q2 2020 Jul 16, 2020	SELL	$50.14 - $60.33 $178,247 - $214,473	-3,555 Reduced 24.65%	10,865 $563,000
Q1 2020 Apr 29, 2020	SELL	$43.23 - $70.85 $78,894 - $129,301	-1,825 Reduced 11.23%	14,420 $781,000
Q4 2019 Jan 21, 2020	SELL	$60.33 - $63.86 $44,644 - $47,256	-740 Reduced 4.36%	16,245 $1.04 Million
Q3 2019 Oct 18, 2019	SELL	$54.84 - $61.98 $25,500 - $28,820	-465 Reduced 2.66%	16,985 $1.05 Million
Q2 2019 Jul 10, 2019	SELL	$51.2 - $56.28 $46,336 - $50,933	-905 Reduced 4.93%	17,450 $965,000
Q4 2018 Feb 13, 2019	SELL	$42.79 - $47.56 $146,341 - $162,655	-3,420 Reduced 15.71%	18,355 $806,000
Q3 2018 Oct 17, 2018	SELL	$42.66 - $49.08 $8,958 - $10,306	-210 Reduced 0.96%	21,775 $949,000
Q1 2018 May 03, 2018	SELL	$42.92 - $47.2 $12,876 - $14,160	-300 Reduced 1.35%	21,985 $982,000
Q4 2017 Feb 07, 2018	BUY	$48.05 - $53.25 $18,979 - $21,033	395 Added 1.8%	22,285 $1.07 Million
Q3 2017 Oct 16, 2017	BUY	$47.92 - $50.64 $1.05 Million - $1.11 Million	21,890	21,890 $1.08 Million

Others Institutions Holding SO

# of Institutions

2,212

Shares Held

704M

Call Options Held

5.04M

Put Options Held

3.43M

Vanguard Group Inc Valley Forge, PA

102M
Shares

$9 Billion
0.17% of portfolio
Black Rock Inc. New York, NY

77.7M
Shares

$6.85 Billion
0.14% of portfolio
State Street Corp Boston, MA

58.9M
Shares

$5.19 Billion
0.22% of portfolio
Jpmorgan Chase & CO New York, NY

54.7M
Shares

$4.82 Billion
0.4% of portfolio
Capital International Investors Los Angeles, CA

28.5M
Shares

$2.51 Billion
0.51% of portfolio

View Full List

About SOUTHERN CO

Ticker SO
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 1,088,669,952
Market Cap $96B
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

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