Mbm Wealth Consultants, LLC Southern CO Transaction History

Mbm Wealth Consultants, LLC

$307 Million
Q3 2024

A detailed history of Mbm Wealth Consultants, LLC transactions in Southern CO stock. As of the latest transaction made, Mbm Wealth Consultants, LLC holds 3,606 shares of SO stock, worth $317,075. This represents 0.11% of its overall portfolio holdings.

Number of Shares

3,606

Previous 3,611 0.14%

Holding current value

$317,075

Previous $280,000 16.07%

% of portfolio

0.11%

Previous 0.1%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 07, 2024	SELL	$77.0 - $90.52 $385 - $452	-5 Reduced 0.14%	3,606 $325,000
Q2 2024 Jul 30, 2024	BUY	$67.77 - $80.71 $67 - $80	1 Added 0.03%	3,611 $280,000
Q1 2024 Apr 18, 2024	SELL	$66.25 - $72.24 $3,710 - $4,045	-56 Reduced 1.53%	3,610 $258,000
Q4 2023 Jan 30, 2024	BUY	$62.71 - $73.08 $1,128 - $1,315	18 Added 0.49%	3,666 $257,000
Q3 2023 Oct 19, 2023	BUY	$64.72 - $73.09 $14,044 - $15,860	217 Added 6.32%	3,648 $236,000
Q2 2023 Jul 24, 2023	BUY	$68.97 - $75.66 $104,558 - $114,700	1,516 Added 79.16%	3,431 $241,000
Q4 2022 Feb 15, 2023	BUY	$63.44 - $72.26 $29,753 - $33,889	469 Added 32.43%	1,915 $138,000
Q3 2022 Oct 24, 2022	BUY	$68.0 - $80.16 $23,392 - $27,575	344 Added 31.22%	1,446 $101,000
Q2 2022 Aug 15, 2022	BUY	$65.39 - $76.51 $2,288 - $2,677	35 Added 3.28%	1,102 $79,000
Q1 2022 May 16, 2022	BUY	$62.84 - $72.51 $18,349 - $21,172	292 Added 37.68%	1,067 $77,000
Q4 2021 Feb 15, 2022	BUY	$61.1 - $68.58 $18,941 - $21,259	310 Added 66.67%	775 $53,000
Q3 2021 Nov 16, 2021	BUY	$61.34 - $67.32 $4,171 - $4,577	68 Added 17.13%	465 $29,000
Q2 2021 Aug 13, 2021	BUY	$60.46 - $66.42 $3,143 - $3,453	52 Added 15.07%	397 $24,000
Q1 2021 May 10, 2021	BUY	$56.72 - $62.32 $19,568 - $21,500	345 New	345 $21,000
Q1 2020 May 13, 2020	SELL	$43.23 - $70.85 $7,262 - $11,902	-168 Closed	0 $0
Q3 2019 Oct 30, 2019	SELL	$54.84 - $61.98 $9,048 - $10,226	-165 Reduced 49.55%	168 $10,000
Q2 2019 Jul 30, 2019	BUY	$51.2 - $56.28 $17,049 - $18,741	333 New	333 $18,000

Others Institutions Holding SO

# of Institutions

2,213

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 $95.7B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mbm Wealth Consultants, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mbm Wealth Consultants, LLC with notifications on news.

Account

Mbm Wealth Consultants, LLC Southern CO Transaction History