Tci Wealth Advisors, Inc. Southern CO Transaction History

Tci Wealth Advisors, Inc.

$1.12 Billion
Q3 2024

A detailed history of Tci Wealth Advisors, Inc. transactions in Southern CO stock. As of the latest transaction made, Tci Wealth Advisors, Inc. holds 4,379 shares of SO stock, worth $364,683. This represents 0.04% of its overall portfolio holdings.

Number of Shares

4,379

Previous 4,380 0.02%

Holding current value

$364,683

Previous $339,000 16.22%

% of portfolio

0.04%

Previous 0.03%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	SELL	$77.0 - $90.52 $77 - $90	-1 Reduced 0.02%	4,379 $394,000
Q2 2024 Jul 30, 2024	SELL	$67.77 - $80.71 $7,590 - $9,039	-112 Reduced 2.49%	4,380 $339,000
Q1 2024 May 07, 2024	SELL	$66.25 - $72.24 $14,111 - $15,387	-213 Reduced 4.53%	4,492 $322,000
Q4 2023 Feb 06, 2024	SELL	$62.71 - $73.08 $188 - $219	-3 Reduced 0.06%	4,705 $329,000
Q3 2023 Oct 31, 2023	SELL	$64.72 - $73.09 $7,183 - $8,112	-111 Reduced 2.3%	4,708 $304,000
Q2 2023 Aug 04, 2023	BUY	$68.97 - $75.66 $68 - $75	1 Added 0.02%	4,819 $338,000
Q1 2023 May 03, 2023	BUY	$62.32 - $72.5 $62 - $72	1 Added 0.02%	4,818 $335,000
Q4 2022 Feb 06, 2023	SELL	$63.44 - $72.26 $1,966 - $2,240	-31 Reduced 0.64%	4,817 $344,000
Q3 2022 Nov 08, 2022	SELL	$68.0 - $80.16 $36,312 - $42,805	-534 Reduced 9.92%	4,848 $330,000
Q2 2022 Jul 19, 2022	BUY	$65.39 - $76.51 $6,996 - $8,186	107 Added 2.03%	5,382 $384,000
Q1 2022 Apr 29, 2022	BUY	$62.84 - $72.51 $36,070 - $41,620	574 Added 12.21%	5,275 $383,000
Q4 2021 Jan 24, 2022	SELL	$61.1 - $68.58 $26,150 - $29,352	-428 Reduced 8.34%	4,701 $322,000
Q3 2021 Oct 29, 2021	BUY	$61.34 - $67.32 $53,365 - $58,568	870 Added 20.43%	5,129 $318,000
Q2 2021 Aug 02, 2021	BUY	$60.46 - $66.42 $1,571 - $1,726	26 Added 0.61%	4,259 $258,000
Q1 2021 Apr 29, 2021	BUY	$56.72 - $62.32 $1,361 - $1,495	24 Added 0.57%	4,233 $263,000
Q4 2020 Jan 21, 2021	SELL	$54.62 - $64.17 $20,919 - $24,577	-383 Reduced 8.34%	4,209 $259,000
Q3 2020 Oct 20, 2020	BUY	$51.56 - $55.78 $6,084 - $6,582	118 Added 2.64%	4,592 $249,000
Q2 2020 Jul 20, 2020	SELL	$50.14 - $60.33 $80,524 - $96,889	-1,606 Reduced 26.41%	4,474 $232,000
Q1 2020 Apr 14, 2020	BUY	$43.23 - $70.85 $52,740 - $86,437	1,220 Added 25.1%	6,080 $329,000
Q4 2019 Jan 27, 2020	SELL	$60.33 - $63.86 $36,017 - $38,124	-597 Reduced 10.94%	4,860 $310,000
Q3 2019 Oct 17, 2019	BUY	$54.84 - $61.98 $32,794 - $37,064	598 Added 12.31%	5,457 $337,000
Q1 2019 Apr 11, 2019	SELL	$43.72 - $52.53 $393 - $472	-9 Reduced 0.18%	4,859 $251,000
Q4 2018 Jan 17, 2019	SELL	$42.79 - $47.56 $23,919 - $26,586	-559 Reduced 10.3%	4,868 $214,000
Q2 2018 Jul 27, 2018	SELL	$42.73 - $46.6 $7,349 - $8,015	-172 Reduced 3.07%	5,427 $251,000
Q1 2018 Apr 30, 2018	BUY	$42.92 - $47.2 $34,207 - $37,618	797 Added 16.6%	5,599 $250,000
Q3 2017 Oct 24, 2017	SELL	$47.92 - $50.64 $19,599 - $20,711	-409 Reduced 7.85%	4,802 $236,000
Q2 2017 Aug 10, 2017	BUY	N/A	5,211	5,211 $250,000

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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Tci Wealth Advisors, Inc. Southern CO Transaction History