Tiedemann Advisors, LLC Southern CO Transaction History

Tiedemann Advisors, LLC

$2.31 Billion
Q3 2023

A detailed history of Tiedemann Advisors, LLC transactions in Southern CO stock. As of the latest transaction made, Tiedemann Advisors, LLC holds 7,517 shares of SO stock, worth $586,626. This represents 0.02% of its overall portfolio holdings.

Number of Shares

7,517

Holding current value

$586,626

% of portfolio

0.02%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 14, 2023	BUY	$64.72 - $73.09 $486,500 - $549,417	7,517 New	7,517 $486,000
Q4 2020 Feb 16, 2021	SELL	$54.62 - $64.17 $3.79 Million - $4.45 Million	-69,316 Closed	0 $0
Q3 2020 Nov 12, 2020	BUY	$51.56 - $55.78 $2.23 Million - $2.41 Million	43,161 Added 165.02%	69,316 $3.76 Million
Q2 2020 Nov 12, 2020	BUY	$50.14 - $60.33 $113,968 - $137,130	2,273 Added 9.52%	26,155 $1.36 Million
Q2 2020 Aug 05, 2020	SELL	$50.14 - $60.33 $119,483 - $143,766	-2,383 Reduced 9.07%	23,882 $1.24 Million

Q1 2020 May 07, 2020	BUY	$43.23 - $70.85 $871,300 - $1.43 Million	20,155 Added 329.87%	26,265 $1.42 Million
Q4 2019 Feb 12, 2020	SELL	$60.33 - $63.86 $67,086 - $71,012	-1,112 Reduced 15.4%	6,110 $389,000
Q3 2019 Nov 06, 2019	BUY	$54.84 - $61.98 $18,206 - $20,577	332 Added 4.82%	7,222 $447,000
Q2 2019 Aug 13, 2019	SELL	$51.2 - $56.28 $195,430 - $214,820	-3,817 Reduced 35.65%	6,890 $383,000
Q1 2019 May 13, 2019	BUY	$43.72 - $52.53 $1,967 - $2,363	45 Added 0.42%	10,707 $553,000
Q4 2018 Feb 13, 2019	BUY	$42.79 - $47.56 $168,763 - $187,576	3,944 Added 58.71%	10,662 $468,000
Q3 2018 Nov 13, 2018	SELL	$42.66 - $49.08 $71,754 - $82,552	-1,682 Reduced 20.02%	6,718 $293,000
Q2 2018 Aug 14, 2018	SELL	$42.73 - $46.6 $3.46 Million - $3.78 Million	-81,089 Reduced 90.61%	8,400 $391,000
Q1 2018 May 11, 2018	BUY	$42.92 - $47.2 $967,803 - $1.06 Million	22,549 Added 33.69%	89,489 $4 Million
Q4 2017 Feb 14, 2018	SELL	$48.05 - $53.25 $1.38 Million - $1.53 Million	-28,690 Reduced 30.0%	66,940 $3.22 Million
Q3 2017 Nov 28, 2017	SELL	$47.92 - $50.64 $626,410 - $661,966	-13,072 Reduced 12.03%	95,630 $4.7 Million
Q3 2017 Nov 13, 2017	BUY	$47.92 - $50.64 $601,731 - $635,886	12,557 Added 13.06%	108,702 $5.08 Million
Q2 2017 Aug 14, 2017	BUY	N/A	96,145	96,145 $4.6 Million

Others Institutions Holding SO

# of Institutions

1,975

Shares Held

670M

Call Options Held

Put Options Held

2.15M

Vanguard Group Inc Valley Forge, PA

100M
Shares

$7.81 Billion
0.14% of portfolio
Black Rock Inc. New York, NY

77.7M
Shares

$6.06 Billion
0.13% of portfolio
State Street Corp Boston, MA

57.8M
Shares

$4.51 Billion
0.19% of portfolio
Jpmorgan Chase & CO New York, NY

30.2M
Shares

$2.35 Billion
0.2% of portfolio
Massachusetts Financial Services CO Boston, MA

26.3M
Shares

$2.05 Billion
0.59% of portfolio

View Full List

About SOUTHERN CO

Ticker SO
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 1,088,669,952
Market Cap $85B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Tiedemann Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tiedemann Advisors, LLC with notifications on news.

Account

Tiedemann Advisors, LLC Southern CO Transaction History