Principle Wealth Partners LLC Southern CO Transaction History

Principle Wealth Partners LLC

$1.21 Billion
Q1 2024

A detailed history of Principle Wealth Partners LLC transactions in Southern CO stock. As of the latest transaction made, Principle Wealth Partners LLC holds 97,051 shares of SO stock, worth $7.57 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares

97,051

Previous 92,163 5.3%

Holding current value

$7.57 Million

Previous $6.46 Million 7.74%

% of portfolio

0.57%

Previous 0.59%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 23, 2024	BUY	$66.25 - $72.24 $323,830 - $353,109	4,888 Added 5.3%	97,051 $6.96 Million
Q4 2023 Feb 05, 2024	BUY	$62.71 - $73.08 $108,864 - $126,866	1,736 Added 1.92%	92,163 $6.46 Million
Q3 2023 Nov 01, 2023	SELL	$64.72 - $73.09 $2,847 - $3,215	-44 Reduced 0.05%	90,427 $5.85 Million
Q2 2023 Jul 31, 2023	SELL	$68.97 - $75.66 $48,485 - $53,188	-703 Reduced 0.77%	90,471 $6.36 Million
Q1 2023 May 10, 2023	SELL	$62.32 - $72.5 $80,829 - $94,032	-1,297 Reduced 1.4%	91,174 $6.34 Million

Q4 2022 Feb 02, 2023	SELL	$63.44 - $72.26 $164,880 - $187,803	-2,599 Reduced 2.73%	92,471 $6.6 Million
Q3 2022 Nov 14, 2022	BUY	$68.0 - $80.16 $8,296 - $9,779	122 Added 0.13%	95,070 $6.47 Million
Q2 2022 Aug 02, 2022	SELL	$65.39 - $76.51 $236,581 - $276,813	-3,618 Reduced 3.67%	94,948 $6.77 Million
Q1 2022 May 12, 2022	SELL	$62.84 - $72.51 $94,385 - $108,910	-1,502 Reduced 1.5%	98,566 $7.15 Million
Q4 2021 Feb 11, 2022	BUY	$61.1 - $68.58 $15,763 - $17,693	258 Added 0.26%	100,068 $6.86 Million
Q3 2021 Nov 16, 2021	BUY	$61.34 - $67.32 $69,436 - $76,206	1,132 Added 1.15%	99,810 $6.19 Million
Q2 2021 Aug 13, 2021	BUY	$60.46 - $66.42 $105,865 - $116,301	1,751 Added 1.81%	98,678 $5.97 Million
Q1 2021 May 18, 2021	BUY	$56.72 - $62.32 $341,794 - $375,540	6,026 Added 6.63%	96,927 $6.03 Million
Q4 2020 Feb 16, 2021	BUY	$54.62 - $64.17 $4.34 Million - $5.1 Million	79,524 Added 698.99%	90,901 $5.58 Million
Q3 2020 Nov 16, 2020	SELL	$51.56 - $55.78 $6,702 - $7,251	-130 Reduced 1.13%	11,377 $617,000
Q1 2020 May 13, 2020	BUY	$43.23 - $70.85 $44,526 - $72,975	1,030 Added 9.83%	11,507 $623,000
Q4 2019 Feb 04, 2020	SELL	$60.33 - $63.86 $36,499 - $38,635	-605 Reduced 5.46%	10,477 $667,000
Q3 2019 Nov 05, 2019	BUY	$54.84 - $61.98 $26,597 - $30,060	485 Added 4.58%	11,082 $685,000
Q2 2019 Nov 05, 2019	BUY	$51.2 - $56.28 $63,232 - $69,505	1,235 Added 13.19%	10,597 $586,000
Q1 2019 Oct 30, 2019	SELL	$43.72 - $52.53 $13,116 - $15,759	-300 Reduced 3.1%	9,362 $484,000
Q4 2018 Oct 11, 2019	BUY	$42.79 - $47.56 $413,436 - $459,524	9,662 New	9,662 $424,000

Others Institutions Holding SO

# of Institutions

1,975

Shares Held

670M

Call Options Held

Put Options Held

2.15M

View Full List

About SOUTHERN CO

Ticker SO
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 1,088,669,952
Market Cap $85B
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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Principle Wealth Partners LLC Southern CO Transaction History