Lehman & Derafelo Financial Resources LLC Southern CO Transaction History

Lehman & Derafelo Financial Resources LLC

$337 Million
Q4 2022

A detailed history of Lehman & Derafelo Financial Resources LLC transactions in Southern CO stock. As of the latest transaction made, Lehman & Derafelo Financial Resources LLC holds 4,193 shares of SO stock, worth $367,306. This represents 0.09% of its overall portfolio holdings.

Number of Shares

4,193

Previous 4,239 1.09%

Holding current value

$367,306

Previous $288,000 3.82%

% of portfolio

0.09%

Previous 0.09%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 20, 2023	SELL	$63.44 - $72.26 $2,918 - $3,323	-46 Reduced 1.09%	4,193 $0
Q3 2022 Oct 21, 2022	SELL	$68.0 - $80.16 $98,872 - $116,552	-1,454 Reduced 25.54%	4,239 $288,000
Q2 2022 Jul 19, 2022	BUY	$65.39 - $76.51 $26,156 - $30,604	400 Added 7.56%	5,693 $406,000
Q1 2022 Apr 21, 2022	BUY	$62.84 - $72.51 $94,260 - $108,765	1,500 Added 39.55%	5,293 $384,000
Q3 2021 Oct 28, 2021	SELL	$61.34 - $67.32 $92,010 - $100,979	-1,500 Reduced 28.34%	3,793 $235,000
Q2 2021 Jul 19, 2021	SELL	$60.46 - $66.42 $27,811 - $30,553	-460 Reduced 8.0%	5,293 $320,000
Q1 2021 Apr 21, 2021	BUY	$56.72 - $62.32 $26,091 - $28,667	460 Added 8.69%	5,753 $358,000
Q3 2020 Nov 06, 2020	SELL	$51.56 - $55.78 $1,082 - $1,171	-21 Reduced 0.4%	5,293 $287,000
Q2 2020 Jul 30, 2020	SELL	$50.14 - $60.33 $300 - $361	-6 Reduced 0.11%	5,314 $276,000
Q1 2020 May 13, 2020	BUY	$43.23 - $70.85 $21,615 - $35,425	500 Added 10.37%	5,320 $288,000
Q4 2019 Feb 12, 2020	BUY	$60.33 - $63.86 $361 - $383	6 Added 0.12%	4,820 $307,000
Q3 2019 Nov 12, 2019	BUY	$54.84 - $61.98 $1,151 - $1,301	21 Added 0.44%	4,814 $297,000
Q2 2019 Aug 14, 2019	BUY	$51.2 - $56.28 $245,401 - $269,750	4,793 New	4,793 $270,000

Others Institutions Holding SO

# of Institutions

2,212

Shares Held

704M

Call Options Held

5.04M

Put Options Held

3.43M

View Full List

About SOUTHERN CO

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...

More about SO

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Lehman & Derafelo Financial Resources LLC Southern CO Transaction History