Ropes Wealth Advisors LLC Southern CO Transaction History

Ropes Wealth Advisors LLC

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 10, 2022	SELL	$65.39 - $76.51 $183,549 - $214,763	-2,807 Closed	0 $0
Q1 2022 May 04, 2022	BUY	$62.84 - $72.51 $176,391 - $203,535	2,807 New	2,807 $203,000
Q4 2021 Feb 10, 2022	SELL	$61.1 - $68.58 $458,250 - $514,350	-7,500 Closed	0 $0
Q3 2021 Nov 05, 2021	BUY	$61.34 - $67.32 $460,050 - $504,899	7,500 New	7,500 $465,000
Q1 2021 May 12, 2021	SELL	$56.72 - $62.32 $142,991 - $157,108	-2,521 Closed	0 $0
Q4 2020 Feb 05, 2021	SELL	$54.62 - $64.17 $42,876 - $50,373	-785 Reduced 23.74%	2,521 $155,000
Q3 2020 Oct 16, 2020	SELL	$51.56 - $55.78 $24,697 - $26,718	-479 Reduced 12.66%	3,306 $179,000
Q3 2019 Nov 05, 2019	BUY	$54.84 - $61.98 $3,564 - $4,028	65 Added 1.75%	3,785 $234,000
Q1 2019 Apr 15, 2019	BUY	$43.72 - $52.53 $4,372 - $5,253	100 Added 2.76%	3,720 $192,000
Q4 2018 Feb 08, 2019	BUY	$42.79 - $47.56 $8,558 - $9,512	200 Added 5.85%	3,620 $159,000
Q3 2018 Oct 30, 2018	SELL	$42.66 - $49.08 $21,330 - $24,540	-500 Reduced 12.76%	3,420 $149,000
Q1 2018 Apr 30, 2018	BUY	$42.92 - $47.2 $8,584 - $9,440	200 Added 5.38%	3,920 $175,000
Q4 2017 Feb 13, 2018	BUY	$48.05 - $53.25 $14,415 - $15,975	300 Added 8.77%	3,720 $179,000
Q3 2017 Nov 09, 2017	BUY	$47.92 - $50.64 $163,886 - $173,188	3,420	3,420 $168,000

2,212

704M

5.04M

3.43M

Ticker SO
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 1,088,669,952
Market Cap $95.4B
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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