Marcum Wealth, LLC Southern CO Transaction History

Marcum Wealth, LLC

$1.06 Billion
Q3 2024

A detailed history of Marcum Wealth, LLC transactions in Southern CO stock. As of the latest transaction made, Marcum Wealth, LLC holds 2,896 shares of SO stock, worth $253,689. This represents 0.02% of its overall portfolio holdings.

Number of Shares

2,896

Previous 3,328 12.98%

Holding current value

$253,689

Previous $258,000 1.16%

% of portfolio

0.02%

Previous 0.03%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	SELL	$77.0 - $90.52 $33,264 - $39,104	-432 Reduced 12.98%	2,896 $261,000
Q2 2024 Jul 02, 2024	SELL	$67.77 - $80.71 $6,709 - $7,990	-99 Reduced 2.89%	3,328 $258,000
Q1 2024 Apr 10, 2024	SELL	$66.25 - $72.24 $77,313 - $84,304	-1,167 Reduced 25.4%	3,427 $245,000
Q4 2023 Jan 10, 2024	SELL	$62.71 - $73.08 $31,731 - $36,978	-506 Reduced 9.92%	4,594 $322,000
Q3 2023 Oct 10, 2023	BUY	$64.72 - $73.09 $3,365 - $3,800	52 Added 1.03%	5,100 $330,000
Q2 2023 Jul 13, 2023	SELL	$68.97 - $75.66 $19,242 - $21,109	-279 Reduced 5.24%	5,048 $354,000
Q1 2023 Apr 19, 2023	BUY	$62.32 - $72.5 $9,036 - $10,512	145 Added 2.8%	5,327 $370,000
Q4 2022 Jan 12, 2023	SELL	$63.44 - $72.26 $54,748 - $62,360	-863 Reduced 14.28%	5,182 $0
Q3 2022 Oct 11, 2022	SELL	$68.0 - $80.16 $38,828 - $45,771	-571 Reduced 8.63%	6,045 $411,000
Q2 2022 Jul 14, 2022	SELL	$65.39 - $76.51 $16,282 - $19,050	-249 Reduced 3.63%	6,616 $472,000
Q1 2022 Apr 20, 2022	BUY	$62.84 - $72.51 $85,462 - $98,613	1,360 Added 24.7%	6,865 $498,000
Q4 2021 Feb 01, 2022	SELL	$61.1 - $68.58 $13,442 - $15,087	-220 Reduced 3.84%	5,505 $378,000
Q3 2021 Nov 08, 2021	BUY	$61.34 - $67.32 $22,082 - $24,235	360 Added 6.71%	5,725 $355,000
Q2 2021 Aug 10, 2021	BUY	$60.46 - $66.42 $5,078 - $5,579	84 Added 1.59%	5,365 $325,000
Q1 2021 May 11, 2021	BUY	$56.72 - $62.32 $299,538 - $329,111	5,281 New	5,281 $328,000
Q3 2020 Nov 09, 2020	SELL	$51.56 - $55.78 $213,870 - $231,375	-4,148 Closed	0 $0
Q2 2020 Aug 14, 2020	BUY	$50.14 - $60.33 $207,980 - $250,248	4,148 New	4,148 $215,000

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...

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Marcum Wealth, LLC Southern CO Transaction History