Svb Wealth LLC Southern CO Transaction History

Svb Wealth LLC

  • $117 Million
  • Q3 2024

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024
SELL
$67.77 - $80.71 $228,249 - $271,831
-3,368 Reduced 18.91%
14,443 $1.12 Million
Q1 2024

May 15, 2024
BUY
$66.25 - $72.24 $6,625 - $7,223
100 Added 0.56%
17,811 $1.28 Million
Q4 2023

Jan 30, 2024
BUY
$62.71 - $73.08 $89,299 - $104,065
1,424 Added 8.74%
17,711 $1.24 Million
Q3 2023

Oct 23, 2023
SELL
$64.72 - $73.09 $165,747 - $187,183
-2,561 Reduced 13.59%
16,287 $1.05 Million
Q2 2023

Jul 24, 2023
SELL
$68.97 - $75.66 $209,737 - $230,082
-3,041 Reduced 13.89%
18,848 $1.32 Million
Q1 2023

May 12, 2023
BUY
$62.32 - $72.5 $43,125 - $50,170
692 Added 3.26%
21,889 $1.52 Million
Q4 2022

Feb 10, 2023
SELL
$63.44 - $72.26 $84,121 - $95,816
-1,326 Reduced 5.89%
21,197 $1.51 Million
Q3 2022

Nov 09, 2022
BUY
$68.0 - $80.16 $364,820 - $430,058
5,365 Added 31.27%
22,523 $1.53 Million
Q2 2022

Aug 16, 2022
BUY
$65.39 - $76.51 $33,872 - $39,632
518 Added 3.11%
17,158 $1.22 Million
Q1 2022

May 13, 2022
BUY
$62.84 - $72.51 $251 - $290
4 Added 0.02%
16,640 $1.21 Million
Q4 2021

Feb 15, 2022
BUY
$61.1 - $68.58 $172,851 - $194,012
2,829 Added 20.49%
16,636 $1.14 Million
Q3 2021

Nov 09, 2021
SELL
$61.34 - $67.32 $11,961 - $13,127
-195 Reduced 1.39%
13,807 $856,000
Q2 2021

Aug 13, 2021
BUY
$60.46 - $66.42 $2,176 - $2,391
36 Added 0.26%
14,002 $847,000
Q1 2021

May 11, 2021
SELL
$56.72 - $62.32 $18,434 - $20,254
-325 Reduced 2.27%
13,966 $868,000
Q4 2020

Feb 10, 2021
BUY
$54.62 - $64.17 $35,557 - $41,774
651 Added 4.77%
14,291 $878,000
Q3 2020

Nov 10, 2020
SELL
$51.56 - $55.78 $34,803 - $37,651
-675 Reduced 4.72%
13,640 $739,000
Q2 2020

Aug 05, 2020
SELL
$50.14 - $60.33 $104,642 - $125,908
-2,087 Reduced 12.72%
14,315 $742,000
Q1 2020

May 11, 2020
SELL
$43.23 - $70.85 $12,017 - $19,696
-278 Reduced 1.67%
16,402 $888,000
Q4 2019

Feb 13, 2020
SELL
$60.33 - $63.86 $399,143 - $422,497
-6,616 Reduced 28.4%
16,680 $1.06 Million
Q3 2019

Nov 01, 2019
BUY
$54.84 - $61.98 $5,154 - $5,826
94 Added 0.41%
23,296 $1.44 Million
Q2 2019

Jul 10, 2019
SELL
$51.2 - $56.28 $139,366 - $153,194
-2,722 Reduced 10.5%
23,202 $1.28 Million
Q1 2019

May 14, 2019
SELL
$43.72 - $52.53 $2,666 - $3,204
-61 Reduced 0.23%
25,924 $1.34 Million
Q4 2018

Feb 14, 2019
SELL
$42.79 - $47.56 $2,310 - $2,568
-54 Reduced 0.21%
25,985 $1.14 Million
Q3 2018

Nov 13, 2018
SELL
$42.66 - $49.08 $35,023 - $40,294
-821 Reduced 3.06%
26,039 $1.14 Million
Q2 2018

Aug 14, 2018
SELL
$42.73 - $46.6 $8,118 - $8,854
-190 Reduced 0.7%
26,860 $1.24 Million
Q1 2018

May 11, 2018
BUY
$42.92 - $47.2 $351,901 - $386,992
8,199 Added 43.49%
27,050 $1.21 Million
Q4 2017

Feb 13, 2018
BUY
$48.05 - $53.25 $342,884 - $379,992
7,136 Added 60.91%
18,851 $907,000
Q3 2017

Nov 13, 2017
BUY
$47.92 - $50.64 $561,382 - $593,247
11,715
11,715 $576,000

Others Institutions Holding SO

# of Institutions
2,212
Shares Held
704M
Call Options Held
5.04M
Put Options Held
3.43M
View Full List

About SOUTHERN CO

SO Quotes by TradingView
  • Ticker SO
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 1,088,669,952
  • Market Cap $96B
  • 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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