Laidlaw Wealth Management LLC Southern CO Transaction History

Laidlaw Wealth Management LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 11, 2023	SELL	$68.97 - $75.66 $28,622 - $31,398	-415 Reduced 4.13%	9,630 $676,000
Q1 2023 May 12, 2023	SELL	$62.32 - $72.5 $269,471 - $313,490	-4,324 Reduced 30.09%	10,045 $698,000
Q4 2022 Feb 14, 2023	BUY	$63.44 - $72.26 $15,415 - $17,559	243 Added 1.72%	14,369 $1.03 Million
Q3 2022 Nov 14, 2022	SELL	$68.0 - $80.16 $26,520 - $31,262	-390 Reduced 2.69%	14,126 $961,000
Q2 2022 Aug 12, 2022	BUY	$65.39 - $76.51 $583,344 - $682,545	8,921 Added 159.45%	14,516 $1.04 Million
Q1 2022 May 12, 2022	BUY	$62.84 - $72.51 $4,524 - $5,220	72 Added 1.3%	5,595 $406,000
Q4 2021 Feb 14, 2022	BUY	$61.1 - $68.58 $337,455 - $378,767	5,523 New	5,523 $379,000
Q1 2021 May 17, 2021	SELL	$56.72 - $62.32 $269,590 - $296,206	-4,753 Closed	0 $0
Q4 2020 Feb 16, 2021	BUY	$54.62 - $64.17 $259,608 - $305,000	4,753 New	4,753 $292,000

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...

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