Sutton Wealth Advisors Inc. Southern CO Transaction History

Sutton Wealth Advisors Inc.

$203 Billion
Q3 2023

A detailed history of Sutton Wealth Advisors Inc. transactions in Southern CO stock. As of the latest transaction made, Sutton Wealth Advisors Inc. holds 1,601 shares of SO stock, worth $133,331. This represents 0.05% of its overall portfolio holdings.

Number of Shares

1,601

Previous 1,501 6.66%

Holding current value

$133,331

Previous $105 Million 1.73%

% of portfolio

0.05%

Previous 0.05%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 08, 2023	BUY	$64.72 - $73.09 $6,472 - $7,309	100 Added 6.66%	1,601 $104 Million
Q2 2023 Nov 08, 2023	SELL	$68.97 - $75.66 $206 - $226	-3 Reduced 0.2%	1,501 $105 Million
Q1 2023 Nov 07, 2023	SELL	$62.32 - $72.5 $152,310 - $177,190	-2,444 Reduced 61.9%	1,504 $105 Million
Q4 2022 Nov 07, 2023	BUY	$63.44 - $72.26 $8,881 - $10,116	140 Added 3.68%	3,948 $282 Million
Q3 2022 Nov 07, 2023	BUY	$68.0 - $80.16 $680 - $801	10 Added 0.26%	3,808 $259 Million
Q2 2022 Nov 07, 2023	BUY	$65.39 - $76.51 $1,765 - $2,065	27 Added 0.72%	3,798 $271 Million
Q1 2022 Nov 07, 2023	BUY	$62.84 - $72.51 $1,948 - $2,247	31 Added 0.83%	3,771 $273 Million
Q3 2021 Nov 07, 2023	SELL	$61.34 - $67.32 $17,297 - $18,984	-282 Reduced 7.01%	3,740 $232 Million
Q2 2021 Nov 07, 2023	BUY	$60.46 - $66.42 $9,431 - $10,361	156 Added 4.04%	4,022 $243 Million
Q1 2021 Nov 07, 2023	BUY	$56.72 - $62.32 $4,821 - $5,297	85 Added 2.25%	3,866 $240 Million
Q4 2020 Nov 07, 2023	BUY	$54.62 - $64.17 $7,155 - $8,406	131 Added 3.59%	3,781 $232 Million
Q3 2020 Nov 07, 2023	BUY	$51.56 - $55.78 $1,185 - $1,282	23 Added 0.63%	3,650 $198 Million
Q2 2020 Nov 07, 2023	BUY	$50.14 - $60.33 $5,916 - $7,118	118 Added 3.36%	3,627 $188 Million
Q1 2020 Nov 07, 2023	BUY	$43.23 - $70.85 $22,868 - $37,479	529 Added 17.75%	3,509 $190 Million
Q4 2018 Nov 06, 2023	SELL	$42.79 - $47.56 $8,130 - $9,036	-190 Reduced 5.99%	2,980 $131 Million
Q3 2018 Nov 06, 2023	SELL	$42.66 - $49.08 $127 - $147	-3 Reduced 0.09%	3,170 $138 Million
Q2 2018 Nov 06, 2023	SELL	$42.73 - $46.6 $384 - $419	-9 Reduced 0.28%	3,173 $147 Million
Q2 2017 Nov 06, 2023	BUY	N/A	3 Added 0.09%	3,182 $152 Million
Q1 2017 Nov 06, 2023	SELL	N/A	-36 Reduced 1.12%	3,179 $158 Million
Q2 2016 Nov 06, 2023	BUY	N/A	103 Added 3.31%	3,215 $172 Million
Q1 2016 Nov 06, 2023	BUY	N/A	3,112	3,112 $161 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 $90.7B
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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Sutton Wealth Advisors Inc. Southern CO Transaction History