Regent Peak Wealth Advisors LLC Southern CO Transaction History

Regent Peak Wealth Advisors LLC

$393 Million
Q1 2024

A detailed history of Regent Peak Wealth Advisors LLC transactions in Southern CO stock. As of the latest transaction made, Regent Peak Wealth Advisors LLC holds 18,314 shares of SO stock, worth $1.42 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares

18,314

Previous 18,265 0.27%

Holding current value

$1.42 Million

Previous $1.28 Million 2.58%

% of portfolio

0.33%

Previous 0.35%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 01, 2024	BUY	$66.25 - $72.24 $3,246 - $3,539	49 Added 0.27%	18,314 $1.31 Million
Q4 2023 Jan 23, 2024	SELL	$62.71 - $73.08 $291,538 - $339,748	-4,649 Reduced 20.29%	18,265 $1.28 Million
Q3 2023 Nov 03, 2023	SELL	$64.72 - $73.09 $2,912 - $3,289	-45 Reduced 0.2%	22,914 $1.48 Million
Q2 2023 Jul 19, 2023	SELL	$68.97 - $75.66 $218,565 - $239,766	-3,169 Reduced 12.13%	22,959 $1.61 Million
Q1 2023 Apr 24, 2023	SELL	$62.32 - $72.5 $2.43 Million - $2.83 Million	-39,053 Reduced 59.91%	26,128 $1.82 Million

Q4 2022 Feb 08, 2023	SELL	$63.44 - $72.26 $34,194 - $38,948	-539 Reduced 0.82%	65,181 $4.66 Million
Q3 2022 Nov 14, 2022	BUY	$68.0 - $80.16 $3.07 Million - $3.62 Million	45,100 Added 218.72%	65,720 $4.87 Million
Q2 2022 Aug 11, 2022	BUY	$65.39 - $76.51 $3,269 - $3,825	50 Added 0.24%	20,620 $1.47 Million
Q1 2022 May 03, 2022	BUY	$62.84 - $72.51 $6,158 - $7,105	98 Added 0.48%	20,570 $1.49 Million
Q4 2021 Feb 11, 2022	BUY	$61.1 - $68.58 $4,888 - $5,486	80 Added 0.39%	20,472 $1.4 Million
Q3 2021 Nov 08, 2021	BUY	$61.34 - $67.32 $1,962 - $2,154	32 Added 0.16%	20,392 $1.26 Million
Q2 2021 Aug 16, 2021	BUY	$60.46 - $66.42 $386,460 - $424,556	6,392 Added 45.76%	20,360 $1.3 Million
Q1 2021 Apr 28, 2021	SELL	$56.72 - $62.32 $2,836 - $3,116	-50 Reduced 0.36%	13,968 $868,000
Q4 2020 Feb 12, 2021	BUY	$54.62 - $64.17 $500,428 - $587,925	9,162 Added 188.67%	14,018 $861,000
Q3 2020 Nov 04, 2020	SELL	$51.56 - $55.78 $872,807 - $944,243	-16,928 Reduced 77.71%	4,856 $263,000
Q2 2020 Aug 05, 2020	BUY	$50.14 - $60.33 $832,173 - $1 Million	16,597 Added 319.97%	21,784 $1.13 Million
Q1 2020 Apr 27, 2020	BUY	$43.23 - $70.85 $52,221 - $85,586	1,208 Added 30.36%	5,187 $280,000
Q4 2019 Feb 14, 2020	BUY	$60.33 - $63.86 $240,053 - $254,098	3,979 New	3,979 $253,000

Others Institutions Holding SO

# of Institutions

1,973

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 $84.6B
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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Regent Peak Wealth Advisors LLC Southern CO Transaction History