Kalos Management, Inc. Southern CO Transaction History

Kalos Management, Inc.

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 12, 2022	SELL	$65.39 - $76.51 $3,531 - $4,131	-54 Reduced 0.93%	5,738 $419,000
Q1 2022 Jun 21, 2022	BUY	$62.84 - $72.51 $49,832 - $57,500	793 Added 15.86%	5,792 $420,000
Q4 2021 Feb 03, 2022	BUY	$61.1 - $68.58 $19,979 - $22,425	327 Added 7.0%	4,999 $312,000
Q3 2021 Nov 10, 2021	BUY	$61.34 - $67.32 $25,762 - $28,274	420 Added 9.88%	4,672 $292,000
Q2 2021 Aug 11, 2021	SELL	$60.46 - $66.42 $84,583 - $92,921	-1,399 Reduced 24.76%	4,252 $275,000
Q1 2021 May 13, 2021	BUY	$56.72 - $62.32 $3,119 - $3,427	55 Added 0.98%	5,651 $371,000
Q4 2020 Feb 11, 2021	SELL	$54.62 - $64.17 $18,953 - $22,266	-347 Reduced 5.84%	5,596 $339,000
Q3 2020 Nov 12, 2020	SELL	$51.56 - $55.78 $33,101 - $35,810	-642 Reduced 9.75%	5,943 $375,000
Q2 2020 Aug 13, 2020	SELL	$50.14 - $60.33 $23,916 - $28,777	-477 Reduced 6.75%	6,585 $354,000
Q1 2020 May 13, 2020	BUY	$43.23 - $70.85 $136,779 - $224,169	3,164 Added 81.17%	7,062 $391,000
Q4 2019 Feb 13, 2020	BUY	$60.33 - $63.86 $60 - $63	1 Added 0.03%	3,898 $248,000
Q3 2019 Nov 14, 2019	BUY	$54.84 - $61.98 $213,711 - $241,536	3,897 New	3,897 $240,000
Q3 2018 Nov 14, 2018	SELL	$42.66 - $49.08 $285,224 - $328,148	-6,686 Closed	0 $0
Q2 2018 Aug 14, 2018	BUY	$42.73 - $46.6 $285,692 - $311,567	6,686 New	6,686 $305,000
Q1 2018 May 14, 2018	SELL	$42.92 - $47.2 $298,551 - $328,323	-6,956 Closed	0 $0
Q4 2017 Feb 14, 2018	SELL	$48.05 - $53.25 $1,585 - $1,757	-33 Reduced 0.47%	6,956 $334,000
Q3 2017 Nov 14, 2017	BUY	$47.92 - $50.64 $334,912 - $353,922	6,989	6,989 $343,000

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 $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...

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

Stay updated on Kalos Management, Inc. with notifications on news.