Retirement Group, LLC Southern CO Transaction History

Retirement Group, LLC

$268 Million
Q1 2024

A detailed history of Retirement Group, LLC transactions in Southern CO stock. As of the latest transaction made, Retirement Group, LLC holds 85 shares of SO stock, worth $7,376. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 84 1.19%

Holding current value

$7,376

Previous $5,000 20.0%

% of portfolio

0.0%

Previous 0.0%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 30, 2024	BUY	$66.25 - $72.24 $66 - $72	1 Added 1.19%	85 $6,000
Q4 2023 Feb 14, 2024	SELL	$62.71 - $73.08 $6,459 - $7,527	-103 Reduced 55.08%	84 $5,000
Q3 2023 Nov 06, 2023	BUY	$64.72 - $73.09 $6,730 - $7,601	104 Added 125.3%	187 $12,000
Q2 2023 Aug 15, 2023	SELL	$68.97 - $75.66 $7,034 - $7,717	-102 Reduced 55.14%	83 $5,000
Q1 2023 May 12, 2023	BUY	$62.32 - $72.5 $62 - $72	1 Added 0.54%	185 $22,000
Q4 2022 Feb 15, 2023	BUY	$63.44 - $72.26 $6,597 - $7,515	104 Added 130.0%	184 $21,000
Q3 2022 Nov 14, 2022	SELL	$68.0 - $80.16 $6,800 - $8,016	-100 Reduced 55.56%	80 $5,000
Q2 2022 Aug 04, 2022	SELL	$65.39 - $76.51 $19,551 - $22,876	-299 Reduced 62.42%	180 $20,000
Q4 2021 Feb 09, 2022	BUY	$61.1 - $68.58 $122 - $137	2 Added 0.42%	479 $60,000
Q3 2021 Nov 16, 2021	BUY	$61.34 - $67.32 $6,134 - $6,731	100 Added 26.53%	477 $53,000
Q2 2021 Aug 17, 2021	BUY	$60.46 - $66.42 $60 - $66	1 Added 0.27%	377 $23,000
Q1 2021 May 04, 2021	SELL	$56.72 - $62.32 $4,027 - $4,424	-71 Reduced 15.88%	376 $23,000
Q4 2020 Feb 22, 2021	BUY	$54.62 - $64.17 $16,386 - $19,251	300 Added 204.08%	447 $27,000
Q3 2020 Nov 16, 2021	BUY	$51.56 - $55.78 $773 - $836	15 Added 11.36%	147 $8,000
Q3 2020 Sep 08, 2021	SELL	$51.56 - $55.78 $773 - $836	-15 Reduced 10.2%	132 $33,000
Q2 2020 Sep 08, 2021	SELL	$50.14 - $60.33 $3,359 - $4,042	-67 Reduced 31.31%	147 $8,000
Q4 2019 Aug 30, 2021	BUY	$60.33 - $63.86 $12,910 - $13,666	214 New	214 $14,000

Others Institutions Holding SO

# of Institutions

2,210

Shares Held

705M

Call Options Held

4.67M

Put Options Held

3.39M

View Full List

About SOUTHERN CO

Ticker SO
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 1,088,669,952
Market Cap $94.5B
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...

More about SO

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Retirement Group, LLC Southern CO Transaction History