Moisand Fitzgerald Tamayo, LLC Southern CO Transaction History

Moisand Fitzgerald Tamayo, LLC

$697 Million
Q1 2025

A detailed history of Moisand Fitzgerald Tamayo, LLC transactions in Southern CO stock. As of the latest transaction made, Moisand Fitzgerald Tamayo, LLC holds 617 shares of SO stock, worth $54,875. This represents 0.01% of its overall portfolio holdings.

Number of Shares

617

Previous 617 -0.0%

Holding current value

$54,875

Previous $50,000 12.0%

% of portfolio

0.01%

Previous 0.01%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 09, 2024	SELL	$77.0 - $90.52 $23,870 - $28,061	-310 Reduced 33.44%	617 $55,000
Q4 2023 Jan 18, 2024	SELL	$62.71 - $73.08 $37,312 - $43,482	-595 Reduced 39.09%	927 $65,000
Q3 2023 Oct 20, 2023	BUY	$64.72 - $73.09 $36,566 - $41,295	565 Added 59.04%	1,522 $98,000
Q2 2023 Jul 12, 2023	BUY	$68.97 - $75.66 $34,691 - $38,056	503 Added 110.79%	957 $67,000
Q4 2022 Jan 23, 2023	BUY	$63.44 - $72.26 $1,903 - $2,167	30 Added 7.08%	454 $0
Q3 2022 Oct 26, 2022	SELL	$68.0 - $80.16 $12,308 - $14,508	-181 Reduced 29.92%	424 $29,000
Q1 2022 Apr 29, 2022	SELL	$62.84 - $72.51 $12,568 - $14,502	-200 Reduced 24.84%	605 $44,000
Q3 2021 Nov 01, 2021	SELL	$61.34 - $67.32 $9,323 - $10,232	-152 Reduced 15.88%	805 $50,000
Q1 2021 May 03, 2021	BUY	$56.72 - $62.32 $11,344 - $12,464	200 Added 26.42%	957 $59,000
Q4 2020 Feb 02, 2021	BUY	$54.62 - $64.17 $15,675 - $18,416	287 Added 61.06%	757 $47,000
Q2 2019 Aug 05, 2019	SELL	$51.2 - $56.28 $7,680 - $8,442	-150 Reduced 24.19%	470 $26,000
Q1 2019 May 03, 2019	BUY	$43.72 - $52.53 $6,558 - $7,879	150 Added 31.91%	620 $32,000
Q3 2018 Nov 09, 2018	SELL	$42.66 - $49.08 $2,559 - $2,944	-60 Reduced 11.32%	470 $20,000
Q1 2018 Apr 30, 2018	SELL	$42.92 - $47.2 $429 - $472	-10 Reduced 1.85%	530 $24,000
Q3 2017 Nov 03, 2017	BUY	$47.92 - $50.64 $25,876 - $27,345	540	540 $27,000

Others Institutions Holding SO

# of Institutions

2,468

Shares Held

718M

Call Options Held

4.99M

Put Options Held

3.1M

View Full List

About SOUTHERN CO

Ticker SO
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 1,088,669,952
Market Cap $96.8B
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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Moisand Fitzgerald Tamayo, LLC Southern CO Transaction History