Spire Wealth Management Southern CO Transaction History

Spire Wealth Management

$2.83 Billion
Q2 2024

A detailed history of Spire Wealth Management transactions in Southern CO stock. As of the latest transaction made, Spire Wealth Management holds 13,157 shares of SO stock, worth $1.2 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

13,157

Previous 14,154 7.04%

Holding current value

$1.2 Million

Previous $1.02 Million 0.49%

% of portfolio

0.04%

Previous 0.03%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 31, 2024	SELL	$67.77 - $80.71 $67,566 - $80,467	-997 Reduced 7.04%	13,157 $1.02 Million
Q1 2024 Apr 24, 2024	BUY	$66.25 - $72.24 $46,971 - $51,218	709 Added 5.27%	14,154 $1.02 Million
Q4 2023 Feb 06, 2024	BUY	$62.71 - $73.08 $640,645 - $746,585	10,216 Added 316.38%	13,445 $942,000
Q3 2023 Nov 08, 2023	SELL	$64.72 - $73.09 $18,639 - $21,049	-288 Reduced 8.19%	3,229 $208,000
Q2 2023 Aug 09, 2023	BUY	$68.97 - $75.66 $4,896 - $5,371	71 Added 2.06%	3,517 $247,000
Q1 2023 May 09, 2023	SELL	$62.32 - $72.5 $40,881 - $47,560	-656 Reduced 15.99%	3,446 $239,000
Q4 2022 Feb 03, 2023	BUY	$63.44 - $72.26 $30,134 - $34,323	475 Added 13.1%	4,102 $293,000
Q3 2022 Nov 07, 2022	SELL	$68.0 - $80.16 $1.02 Million - $1.21 Million	-15,056 Reduced 80.59%	3,627 $247,000
Q2 2022 Jul 22, 2022	SELL	$65.39 - $76.51 $421,765 - $493,489	-6,450 Reduced 25.66%	18,683 $1.33 Million
Q1 2022 Apr 18, 2022	SELL	$62.84 - $72.51 $1.36 Million - $1.57 Million	-21,641 Reduced 46.27%	25,133 $1.82 Million
Q4 2021 Jan 14, 2022	BUY	$61.1 - $68.58 $1.82 Million - $2.04 Million	29,783 Added 175.29%	46,774 $3.21 Million
Q3 2021 Oct 22, 2021	SELL	$61.34 - $67.32 $138,628 - $152,143	-2,260 Reduced 11.74%	16,991 $1.05 Million
Q2 2021 Jul 26, 2021	SELL	$60.46 - $66.42 $1.42 Million - $1.56 Million	-23,455 Reduced 54.92%	19,251 $1.17 Million
Q1 2021 May 21, 2021	BUY	$56.72 - $62.32 $2.42 Million - $2.66 Million	42,706 New	42,706 $2.63 Million

Others Institutions Holding SO

# of Institutions

2,076

Shares Held

704M

Call Options Held

4.27M

Put Options Held

2.69M

View Full List

About SOUTHERN CO

Ticker SO
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 1,088,669,952
Market Cap $98.9B
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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Spire Wealth Management Southern CO Transaction History