Signature Wealth Management Group Southern CO Transaction History

Signature Wealth Management Group

$243 Million
Q3 2024

A detailed history of Signature Wealth Management Group transactions in Southern CO stock. As of the latest transaction made, Signature Wealth Management Group holds 124,323 shares of SO stock, worth $11.2 Million. This represents 4.61% of its overall portfolio holdings.

Number of Shares

124,323

Previous 124,365 0.03%

Holding current value

$11.2 Million

Previous $9.65 Million 16.21%

% of portfolio

4.61%

Previous 4.32%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	SELL	$77.0 - $90.52 $3,234 - $3,801	-42 Reduced 0.03%	124,323 $11.2 Million
Q2 2024 Jul 15, 2024	BUY	$67.77 - $80.71 $209,680 - $249,716	3,094 Added 2.55%	124,365 $9.65 Million
Q1 2024 Apr 22, 2024	BUY	$66.25 - $72.24 $76,055 - $82,931	1,148 Added 0.96%	121,271 $8.7 Million
Q4 2023 Jan 09, 2024	BUY	$62.71 - $73.08 $157,966 - $184,088	2,519 Added 2.14%	120,123 $8.42 Million
Q2 2023 Jul 10, 2023	SELL	$68.97 - $75.66 $99,385 - $109,026	-1,441 Reduced 1.21%	117,604 $8.26 Million
Q1 2023 Apr 14, 2023	BUY	$62.32 - $72.5 $23,806 - $27,695	382 Added 0.32%	119,045 $8.28 Million
Q4 2022 Jan 10, 2023	BUY	$63.44 - $72.26 $38,444 - $43,789	606 Added 0.51%	118,663 $0
Q3 2022 Nov 02, 2022	SELL	$68.0 - $80.16 $203,048 - $239,357	-2,986 Reduced 2.47%	118,057 $8.03 Million
Q2 2022 Jul 14, 2022	SELL	$65.39 - $76.51 $278,692 - $326,085	-4,262 Reduced 3.4%	121,043 $8.63 Million
Q1 2022 Apr 14, 2022	BUY	$62.84 - $72.51 $341,158 - $393,656	5,429 Added 4.53%	125,305 $9.09 Million
Q4 2021 Jan 31, 2022	BUY	$61.1 - $68.58 $320,041 - $359,222	5,238 Added 4.57%	119,876 $8.22 Million
Q3 2021 Oct 26, 2021	SELL	$61.34 - $67.32 $116,975 - $128,379	-1,907 Reduced 1.64%	114,638 $7.1 Million
Q2 2021 Jul 16, 2021	BUY	$60.46 - $66.42 $877,274 - $963,754	14,510 Added 14.22%	116,545 $7.05 Million
Q1 2021 Apr 15, 2021	SELL	$56.72 - $62.32 $41,689 - $45,805	-735 Reduced 0.72%	102,035 $6.34 Million
Q4 2020 Jan 15, 2021	BUY	$54.62 - $64.17 $30,095 - $35,357	551 Added 0.54%	102,770 $6.31 Million
Q3 2020 Oct 22, 2020	BUY	$51.56 - $55.78 $13,818 - $14,949	268 Added 0.26%	102,219 $5.54 Million
Q2 2020 Jul 20, 2020	BUY	$50.14 - $60.33 $113,867 - $137,009	2,271 Added 2.28%	101,951 $5.29 Million
Q1 2020 May 26, 2020	SELL	$43.23 - $70.85 $193,281 - $316,770	-4,471 Reduced 4.29%	99,680 $5.4 Million
Q4 2019 Jan 15, 2020	BUY	$60.33 - $63.86 $18,762 - $19,860	311 Added 0.3%	104,151 $6.63 Million
Q3 2019 Oct 21, 2019	SELL	$54.84 - $61.98 $47,107 - $53,240	-859 Reduced 0.82%	103,840 $6.41 Million
Q2 2019 Jul 08, 2019	BUY	$51.2 - $56.28 $50,022 - $54,985	977 Added 0.94%	104,699 $5.9 Million
Q1 2019 Apr 17, 2019	SELL	$43.72 - $52.53 $56,136 - $67,448	-1,284 Reduced 1.22%	103,722 $5.36 Million
Q4 2018 Feb 11, 2019	SELL	$42.79 - $47.56 $136,114 - $151,288	-3,181 Reduced 2.94%	105,006 $4.61 Million
Q3 2018 Oct 30, 2018	SELL	$42.66 - $49.08 $4.02 Million - $4.62 Million	-94,221 Reduced 46.55%	108,187 $4.97 Million
Q2 2018 Jul 17, 2018	SELL	$42.73 - $46.6 $738,288 - $805,154	-17,278 Reduced 7.86%	202,408 $9.37 Million
Q1 2018 Apr 12, 2018	SELL	$42.92 - $47.2 $54,637 - $60,085	-1,273 Reduced 0.58%	219,686 $9.81 Million
Q4 2017 Apr 11, 2018	BUY	$48.05 - $53.25 $10.6 Million - $11.8 Million	220,959	220,959 $10.6 Million

Others Institutions Holding SO

# of Institutions

2,215

Shares Held

705M

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 $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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Signature Wealth Management Group Southern CO Transaction History