Red Door Wealth Management, LLC Southern CO Transaction History

Red Door Wealth Management, LLC

$619 Million
Q4 2024

A detailed history of Red Door Wealth Management, LLC transactions in Southern CO stock. As of the latest transaction made, Red Door Wealth Management, LLC holds 14,009 shares of SO stock, worth $1.19 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

14,009

Previous 14,459 3.11%

Holding current value

$1.19 Million

Previous $1.3 Million 11.51%

% of portfolio

0.19%

Previous 0.23%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	SELL	$81.5 - $94.15 $36,675 - $42,367	-450 Reduced 3.11%	14,009 $1.15 Million
Q3 2024 Oct 16, 2024	BUY	$77.0 - $90.52 $41,041 - $48,247	533 Added 3.83%	14,459 $1.3 Million
Q2 2024 Jul 17, 2024	BUY	$67.77 - $80.71 $8,471 - $10,088	125 Added 0.91%	13,926 $1.08 Million
Q1 2024 Apr 17, 2024	SELL	$66.25 - $72.24 $5,763 - $6,284	-87 Reduced 0.63%	13,801 $990,000
Q3 2023 Oct 19, 2023	BUY	$64.72 - $73.09 $4,465 - $5,043	69 Added 0.5%	13,888 $898,000
Q2 2023 Aug 07, 2023	BUY	$68.97 - $75.66 $6,483 - $7,112	94 Added 0.68%	13,819 $970,000
Q1 2023 May 08, 2023	SELL	$62.32 - $72.5 $218,992 - $254,765	-3,514 Reduced 20.38%	13,725 $954,000
Q4 2022 Jan 23, 2023	BUY	$63.44 - $72.26 $38,190 - $43,500	602 Added 3.62%	17,239 $0
Q3 2022 Oct 13, 2022	SELL	$68.0 - $80.16 $50,388 - $59,398	-741 Reduced 4.26%	16,637 $1.13 Million
Q2 2022 Jul 13, 2022	SELL	$65.39 - $76.51 $27,594 - $32,287	-422 Reduced 2.37%	17,378 $1.24 Million
Q1 2022 Apr 20, 2022	BUY	$62.84 - $72.51 $1,382 - $1,595	22 Added 0.12%	17,800 $1.29 Million
Q4 2021 Feb 14, 2022	BUY	$61.1 - $68.58 $9,898 - $11,109	162 Added 0.92%	17,778 $1.22 Million
Q3 2021 Oct 14, 2021	SELL	$61.34 - $67.32 $3,373 - $3,702	-55 Reduced 0.31%	17,616 $1.09 Million
Q2 2021 Jul 29, 2021	BUY	$60.46 - $66.42 $27,992 - $30,752	463 Added 2.69%	17,671 $1.07 Million
Q1 2021 Apr 27, 2021	SELL	$56.72 - $62.32 $4,821 - $5,297	-85 Reduced 0.49%	17,208 $1.07 Million
Q4 2020 Jan 12, 2021	SELL	$54.62 - $64.17 $8,848 - $10,395	-162 Reduced 0.93%	17,293 $1.06 Million
Q3 2020 Oct 14, 2020	BUY	$51.56 - $55.78 $206 - $223	4 Added 0.02%	17,455 $946,000
Q2 2020 Jul 07, 2020	SELL	$50.14 - $60.33 $160,598 - $193,236	-3,203 Reduced 15.51%	17,451 $904,000
Q1 2020 Apr 20, 2020	BUY	$43.23 - $70.85 $2,982 - $4,888	69 Added 0.34%	20,654 $1.12 Million
Q4 2019 Jan 29, 2020	BUY	$60.33 - $63.86 $1.24 Million - $1.31 Million	20,585 New	20,585 $1.34 Million

Others Institutions Holding SO

# of Institutions

2,215

Shares Held

702M

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 $92.5B
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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Red Door Wealth Management, LLC Southern CO Transaction History