Mark Sheptoff Financial Planning, LLC Southern CO Transaction History

Mark Sheptoff Financial Planning, LLC

$186 Million
Q3 2024

A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Southern CO stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 1,450 shares of SO stock, worth $120,756. This represents 0.07% of its overall portfolio holdings.

Number of Shares

1,450

Previous 1,450 -0.0%

Holding current value

$120,756

Previous $112,000 16.07%

% of portfolio

0.07%

Previous 0.06%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 11, 2023	SELL	$62.32 - $72.5 $521,930 - $607,187	-8,375 Reduced 85.24%	1,450 $100,000
Q4 2022 Feb 14, 2023	SELL	$63.44 - $72.26 $38,064 - $43,356	-600 Reduced 5.76%	9,825 $701,000
Q3 2022 Nov 08, 2022	BUY	$68.0 - $80.16 $255,000 - $300,600	3,750 Added 56.18%	10,425 $709,000
Q1 2022 May 12, 2022	BUY	$62.84 - $72.51 $31,420 - $36,255	500 Added 8.1%	6,675 $484,000
Q4 2021 Feb 11, 2022	SELL	$61.1 - $68.58 $26,761 - $30,038	-438 Reduced 6.62%	6,175 $423,000
Q3 2021 Nov 10, 2021	SELL	$61.34 - $67.32 $174,819 - $191,861	-2,850 Reduced 30.12%	6,613 $410,000
Q2 2021 Aug 12, 2021	BUY	$60.46 - $66.42 $44,619 - $49,017	738 Added 8.46%	9,463 $573,000
Q1 2021 May 11, 2021	BUY	$56.72 - $62.32 $34,032 - $37,392	600 Added 7.38%	8,725 $542,000
Q4 2020 Feb 11, 2021	BUY	$54.62 - $64.17 $16,386 - $19,251	300 Added 3.83%	8,125 $499,000
Q3 2020 Nov 12, 2020	SELL	$51.56 - $55.78 $46,404 - $50,202	-900 Reduced 10.32%	7,825 $424,000
Q2 2020 Aug 10, 2020	SELL	$50.14 - $60.33 $62,675 - $75,412	-1,250 Reduced 12.53%	8,725 $452,000
Q1 2020 May 07, 2020	BUY	$43.23 - $70.85 $4,323 - $7,084	100 Added 1.01%	9,975 $540,000
Q4 2019 Feb 10, 2020	SELL	$60.33 - $63.86 $42,231 - $44,702	-700 Reduced 6.62%	9,875 $629,000
Q3 2019 Nov 12, 2019	BUY	$54.84 - $61.98 $211,134 - $238,623	3,850 Added 57.25%	10,575 $653,000
Q2 2019 Aug 12, 2019	BUY	$51.2 - $56.28 $334,080 - $367,227	6,525 Added 3262.5%	6,725 $372,000
Q1 2019 May 10, 2019	BUY	$43.72 - $52.53 $8,744 - $10,506	200 New	200 $10,000
Q4 2018 Feb 11, 2019	SELL	$42.79 - $47.56 $330,937 - $367,829	-7,734 Closed	0 $0
Q3 2018 Nov 13, 2018	BUY	$42.66 - $49.08 $35,578 - $40,932	834 Added 12.09%	7,734 $337,000
Q1 2018 May 08, 2018	BUY	$42.92 - $47.2 $25,752 - $28,320	600 Added 9.52%	6,900 $308,000
Q3 2017 Nov 09, 2017	BUY	$47.92 - $50.64 $301,896 - $319,032	6,300	6,300 $310,000

Others Institutions Holding SO

# of Institutions

2,215

Shares Held

705M

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 $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...

More about SO

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Mark Sheptoff Financial Planning, LLC Southern CO Transaction History