Moisand Fitzgerald Tamayo, LLC Southern CO Transaction History

Moisand Fitzgerald Tamayo, LLC

$667 Million
Q2 2024

A detailed history of Moisand Fitzgerald Tamayo, LLC transactions in Southern CO stock. As of the latest transaction made, Moisand Fitzgerald Tamayo, LLC holds 927 shares of SO stock, worth $83,476. This represents 0.01% of its overall portfolio holdings.

Number of Shares

927

Previous 927 -0.0%

Holding current value

$83,476

Previous $66,000 7.58%

% of portfolio

0.01%

Previous 0.01%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2,076

Shares Held

704M

Call Options Held

4.27M

Put Options Held

2.69M

View Full List

About SOUTHERN CO

Ticker SO
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 1,088,669,952
Market Cap $98B
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