Kingsview Wealth Management, LLC Southern CO Transaction History

Kingsview Wealth Management, LLC

$3.97 Billion
Q2 2024

A detailed history of Kingsview Wealth Management, LLC transactions in Southern CO stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 34,664 shares of SO stock, worth $3.13 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

34,664

Previous 27,957 23.99%

Holding current value

$3.13 Million

Previous $2.01 Million 34.06%

% of portfolio

0.07%

Previous 0.05%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	BUY	$67.77 - $80.71 $454,533 - $541,321	6,707 Added 23.99%	34,664 $2.69 Million
Q1 2024 May 09, 2024	BUY	$66.25 - $72.24 $85,992 - $93,767	1,298 Added 4.87%	27,957 $2.01 Million
Q4 2023 Feb 08, 2024	SELL	$62.71 - $73.08 $118,772 - $138,413	-1,894 Reduced 6.63%	26,659 $1.87 Million
Q3 2023 Nov 07, 2023	BUY	$64.72 - $73.09 $970 - $1,096	15 Added 0.05%	28,553 $1.85 Million
Q2 2023 Aug 10, 2023	BUY	$68.97 - $75.66 $372,300 - $408,412	5,398 Added 23.33%	28,538 $2 Million
Q1 2023 May 15, 2023	SELL	$62.32 - $72.5 $7.64 Million - $8.89 Million	-122,586 Reduced 84.12%	23,140 $1.61 Million
Q4 2022 Feb 13, 2023	BUY	$63.44 - $72.26 $692,257 - $788,501	10,912 Added 8.09%	145,726 $10.4 Million
Q3 2022 Nov 14, 2022	BUY	$68.0 - $80.16 $592,212 - $698,113	8,709 Added 6.91%	134,814 $9.17 Million
Q2 2022 Aug 16, 2022	BUY	$65.39 - $76.51 $6.95 Million - $8.13 Million	106,286 Added 536.28%	126,105 $8.99 Million
Q1 2022 Feb 08, 2024	SELL	$62.84 - $72.51 $399,285 - $460,728	-6,354 Reduced 23.83%	20,305 $1.47 Million
Q4 2021 Feb 17, 2022	BUY	$61.1 - $68.58 $427 - $480	7 Added 0.04%	19,819 $1.36 Million
Q3 2021 Dec 03, 2021	BUY	$61.34 - $67.32 $130,163 - $142,853	2,122 Added 12.0%	19,812 $1.23 Million
Q2 2021 Aug 17, 2021	BUY	$60.46 - $66.42 $331,683 - $364,380	5,486 Added 44.95%	17,690 $1.09 Million
Q1 2021 May 24, 2021	BUY	$56.72 - $62.32 $104,081 - $114,357	1,835 Added 17.7%	12,204 $761,000
Q4 2020 Feb 16, 2021	BUY	$54.62 - $64.17 $28,566 - $33,560	523 Added 5.31%	10,369 $637,000
Q3 2020 Nov 19, 2020	SELL	$51.56 - $55.78 $34,390 - $37,205	-667 Reduced 6.34%	9,846 $534,000
Q2 2020 Aug 14, 2020	SELL	$50.14 - $60.33 $51,443 - $61,898	-1,026 Reduced 8.89%	10,513 $545,000
Q1 2020 May 11, 2020	BUY	$43.23 - $70.85 $133,407 - $218,643	3,086 Added 36.51%	11,539 $625,000
Q4 2019 Jan 31, 2020	BUY	$60.33 - $63.86 $154,505 - $163,545	2,561 Added 43.47%	8,453 $538,000
Q4 2019 Jan 30, 2020	SELL	$60.33 - $63.86 $231,124 - $244,647	-3,831 Reduced 39.4%	5,892 $283,000
Q3 2019 Jan 29, 2020	BUY	$54.84 - $61.98 $123,609 - $139,702	2,254 Added 30.18%	9,723 $601,000
Q2 2019 Jan 29, 2020	SELL	$51.2 - $56.28 $135,219 - $148,635	-2,641 Reduced 26.12%	7,469 $413,000
Q1 2019 Jan 29, 2020	BUY	$43.72 - $52.53 $171,032 - $205,497	3,912 Added 63.12%	10,110 $522,000
Q4 2018 Jan 29, 2020	BUY	$42.79 - $47.56 $265,212 - $294,776	6,198 New	6,198 $272,000
Q3 2018 Jan 29, 2020	SELL	$42.66 - $49.08 $191,714 - $220,565	-4,494 Closed	0 $0
Q2 2018 Jan 29, 2020	BUY	$42.73 - $46.6 $555 - $605	13 Added 0.29%	4,494 $208,000
Q1 2018 Jan 29, 2020	SELL	$42.92 - $47.2 $60,560 - $66,599	-1,411 Reduced 23.95%	4,481 $200,000
Q4 2017 Jan 29, 2020	BUY	$48.05 - $53.25 $7,015 - $7,774	146 Added 2.54%	5,892 $283,000
Q3 2017 Jan 29, 2020	BUY	$47.92 - $50.64 $275,348 - $290,977	5,746	5,746 $282,000

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 $98.2B
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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Kingsview Wealth Management, LLC Southern CO Transaction History