Selective Wealth Management, Inc. Southern CO Transaction History

Selective Wealth Management, Inc.

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 23, 2023	SELL	$63.44 - $72.26 $580,349 - $661,034	-9,148 Reduced 75.17%	3,021 $0
Q3 2022 Oct 21, 2022	SELL	$68.0 - $80.16 $673,880 - $794,385	-9,910 Reduced 44.88%	12,169 $828,000
Q2 2022 Jul 28, 2022	SELL	$65.39 - $76.51 $12,947 - $15,148	-198 Reduced 0.89%	22,079 $1.57 Million
Q1 2022 Apr 20, 2022	SELL	$62.84 - $72.51 $75,282 - $86,866	-1,198 Reduced 5.1%	22,277 $1.62 Million
Q4 2021 Jan 18, 2022	SELL	$61.1 - $68.58 $5,987 - $6,720	-98 Reduced 0.42%	23,475 $1.61 Million
Q3 2021 Oct 27, 2021	SELL	$61.34 - $67.32 $592,544 - $650,311	-9,660 Reduced 29.07%	23,573 $1.46 Million
Q2 2021 Aug 04, 2021	SELL	$60.46 - $66.42 $713,307 - $783,623	-11,798 Reduced 26.2%	33,233 $2.01 Million
Q1 2021 Apr 09, 2021	BUY	$56.72 - $62.32 $54,621 - $60,014	963 Added 2.19%	45,031 $2.8 Million
Q4 2020 Jan 22, 2021	BUY	$54.62 - $64.17 $223,505 - $262,583	4,092 Added 10.24%	44,068 $2.71 Million
Q3 2020 Oct 21, 2020	BUY	$51.56 - $55.78 $206,343 - $223,231	4,002 Added 11.12%	39,976 $2.17 Million
Q2 2020 Jul 15, 2020	BUY	$50.14 - $60.33 $1.8 Million - $2.17 Million	35,974 New	35,974 $1.87 Million

2,215

705M

5.04M

3.43M

Ticker SO
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 1,088,669,952
Market Cap $97.7B
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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