Strategic Wealth Advisors Group, LLC Southern CO Transaction History

Strategic Wealth Advisors Group, LLC

$2.33 Billion
Q3 2022

A detailed history of Strategic Wealth Advisors Group, LLC transactions in Southern CO stock. As of the latest transaction made, Strategic Wealth Advisors Group, LLC holds 20,292 shares of SO stock, worth $1.69 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

20,292

Previous 19,450 4.33%

Holding current value

$1.69 Million

Previous $1.39 Million 0.5%

% of portfolio

0.06%

Previous 0.06%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 10, 2022	BUY	$68.0 - $80.16 $57,256 - $67,494	842 Added 4.33%	20,292 $1.38 Million
Q2 2022 Aug 12, 2022	BUY	$65.39 - $76.51 $471,658 - $551,866	7,213 Added 58.94%	19,450 $1.39 Million
Q1 2022 May 10, 2022	BUY	$62.84 - $72.51 $101,675 - $117,321	1,618 Added 15.24%	12,237 $886,000
Q4 2021 Feb 16, 2022	SELL	$61.1 - $68.58 $60,061 - $67,414	-983 Reduced 8.47%	10,619 $727,000
Q3 2021 Nov 17, 2021	SELL	$61.34 - $67.32 $452,750 - $496,888	-7,381 Reduced 38.88%	11,602 $716,000
Q2 2021 Aug 10, 2021	BUY	$60.46 - $66.42 $89,541 - $98,368	1,481 Added 8.46%	18,983 $1.15 Million
Q1 2021 May 07, 2021	SELL	$56.72 - $62.32 $11,684 - $12,837	-206 Reduced 1.16%	17,502 $1.09 Million
Q4 2020 Feb 12, 2021	BUY	$54.62 - $64.17 $68,329 - $80,276	1,251 Added 7.6%	17,708 $1.09 Million
Q3 2020 Nov 30, 2020	SELL	$51.56 - $55.78 $175,458 - $189,819	-3,403 Reduced 17.13%	16,457 $892,000
Q2 2020 Aug 03, 2020	BUY	$50.14 - $60.33 $297,430 - $357,877	5,932 Added 42.59%	19,860 $1.05 Million
Q1 2020 May 05, 2020	SELL	$43.23 - $70.85 $1.16 Million - $1.91 Million	-26,902 Reduced 65.89%	13,928 $713,000
Q4 2019 Feb 10, 2020	BUY	$60.33 - $63.86 $2,895 - $3,065	48 Added 0.12%	40,830 $2.6 Million
Q3 2019 Nov 04, 2019	BUY	$54.84 - $61.98 $25,445 - $28,758	464 Added 1.15%	40,782 $2.52 Million
Q2 2019 Aug 13, 2019	BUY	$51.2 - $56.28 $117,504 - $129,162	2,295 Added 6.04%	40,318 $2.2 Million
Q1 2019 May 02, 2019	SELL	$43.72 - $52.53 $104,490 - $125,546	-2,390 Reduced 5.91%	38,023 $0
Q4 2018 Feb 12, 2019	BUY	$42.79 - $47.56 $125,203 - $139,160	2,926 Added 7.81%	40,413 $1.87 Million
Q3 2018 Nov 07, 2018	BUY	$42.66 - $49.08 $1.6 Million - $1.84 Million	37,487 New	37,487 $1.63 Million
Q3 2017 Nov 07, 2017	SELL	$47.92 - $50.64 $575,950 - $608,642	-12,019 Closed	0 $0
Q2 2017 Aug 16, 2017	BUY	N/A	12,019	12,019 $575,000

Others Institutions Holding SO

# of Institutions

2,213

Shares Held

703M

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 $90.5B
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...

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Strategic Wealth Advisors Group, LLC Southern CO Transaction History