Merriman Wealth Management, LLC Southern CO Transaction History

Merriman Wealth Management, LLC

$2.3 Billion
Q4 2024

A detailed history of Merriman Wealth Management, LLC transactions in Southern CO stock. As of the latest transaction made, Merriman Wealth Management, LLC holds 3,468 shares of SO stock, worth $340,869. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,468

Previous 3,397 2.09%

Holding current value

$340,869

Previous $306,000 6.86%

% of portfolio

0.01%

Previous 0.01%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$81.5 - $94.15 $5,786 - $6,684	71 Added 2.09%	3,468 $285,000
Q3 2024 Nov 12, 2024	BUY	$77.0 - $90.52 $616 - $724	8 Added 0.24%	3,397 $306,000
Q4 2023 Feb 13, 2024	SELL	$62.71 - $73.08 $2,884 - $3,361	-46 Reduced 1.34%	3,389 $237,000
Q2 2023 Aug 14, 2023	SELL	$68.97 - $75.66 $37,933 - $41,613	-550 Reduced 13.8%	3,435 $241,000
Q1 2023 May 04, 2023	BUY	$62.32 - $72.5 $248,345 - $288,912	3,985 New	3,985 $277,000
Q2 2020 Jul 31, 2020	SELL	$50.14 - $60.33 $224,326 - $269,916	-4,474 Closed	0 $0
Q1 2020 Apr 22, 2020	BUY	$43.23 - $70.85 $994 - $1,629	23 Added 0.52%	4,474 $242,000
Q4 2019 Jan 23, 2020	SELL	$60.33 - $63.86 $13,936 - $14,751	-231 Reduced 4.93%	4,451 $283,000
Q3 2019 Oct 18, 2019	BUY	$54.84 - $61.98 $1,425 - $1,611	26 Added 0.56%	4,682 $289,000
Q2 2019 Jul 31, 2019	BUY	$51.2 - $56.28 $14,540 - $15,983	284 Added 6.5%	4,656 $2.55 Million
Q1 2019 Apr 23, 2019	SELL	$43.72 - $52.53 $129,892 - $156,066	-2,971 Reduced 40.46%	4,372 $226,000
Q4 2018 Jan 28, 2019	BUY	$42.79 - $47.56 $7,445 - $8,275	174 Added 2.43%	7,343 $328,000
Q3 2018 Nov 06, 2018	SELL	$42.66 - $49.08 $10,792 - $12,417	-253 Reduced 3.41%	7,169 $313,000
Q2 2018 Aug 10, 2018	BUY	$42.73 - $46.6 $1,324 - $1,444	31 Added 0.42%	7,422 $344,000
Q1 2018 Apr 10, 2018	BUY	$42.92 - $47.2 $1,287 - $1,416	30 Added 0.41%	7,391 $330,000
Q4 2017 Feb 05, 2018	BUY	$48.05 - $53.25 $53,575 - $59,373	1,115 Added 17.85%	7,361 $354,000
Q3 2017 Oct 19, 2017	BUY	$47.92 - $50.64 $299,308 - $316,297	6,246	6,246 $307,000

Others Institutions Holding SO

# of Institutions

2,483

Shares Held

751M

Call Options Held

5.94M

Put Options Held

3.59M

View Full List

About SOUTHERN CO

Ticker SO
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 1,088,669,952
Market Cap $107B
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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Merriman Wealth Management, LLC Southern CO Transaction History