M Holdings Securities, Inc. Southern CO Transaction History

M Holdings Securities, Inc.

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	BUY	$67.77 - $80.71 $464,427 - $553,105	6,853 New	6,853 $535,000
Q2 2023 Sep 26, 2023	SELL	$68.97 - $75.66 $166,700 - $182,870	-2,417 Reduced 26.07%	6,853 $481,000
Q1 2023 May 15, 2023	SELL	$62.32 - $72.5 $934 - $1,087	-15 Reduced 0.16%	9,270 $641,000
Q3 2022 Nov 16, 2022	BUY	$68.0 - $80.16 $5,440 - $6,412	80 Added 0.87%	9,285 $631,000
Q2 2022 Aug 16, 2022	SELL	$65.39 - $76.51 $16,936 - $19,816	-259 Reduced 2.74%	9,205 $656,000
Q1 2022 May 24, 2022	BUY	$62.84 - $72.51 $594,717 - $686,234	9,464 New	9,464 $686,000
Q2 2021 Aug 19, 2021	SELL	$60.46 - $66.42 $497,283 - $546,304	-8,225 Closed	0 $0
Q1 2021 May 12, 2021	BUY	$56.72 - $62.32 $466,522 - $512,582	8,225 New	8,225 $511,000
Q2 2019 Aug 16, 2019	SELL	$51.2 - $56.28 $1.05 Million - $1.16 Million	-20,526 Closed	0 $0
Q1 2019 May 17, 2019	BUY	$43.72 - $52.53 $897,396 - $1.08 Million	20,526 New	20,526 $1.06 Million
Q4 2018 Feb 15, 2019	SELL	$42.79 - $47.56 $257,339 - $286,025	-6,014 Closed	0 $0
Q3 2018 Nov 16, 2018	BUY	$42.66 - $49.08 $11,091 - $12,760	260 Added 4.52%	6,014 $262,000
Q2 2018 Aug 17, 2018	BUY	$42.73 - $46.6 $52,344 - $57,085	1,225 Added 27.05%	5,754 $266,000
Q1 2018 May 18, 2018	BUY	$42.92 - $47.2 $194,384 - $213,768	4,529 New	4,529 $202,000

2,215

705M

5.04M

3.43M

Ticker SO
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 1,088,669,952
Market Cap $90.7B
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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