Transamerica Financial Advisors, Inc. Southern CO Transaction History

Transamerica Financial Advisors, Inc.

$1.02 Billion
Q3 2024

A detailed history of Transamerica Financial Advisors, Inc. transactions in Southern CO stock. As of the latest transaction made, Transamerica Financial Advisors, Inc. holds 29 shares of SO stock, worth $2,411. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 1,055 97.25%

Holding current value

$2,411

Previous $82,000 96.34%

% of portfolio

0.0%

Previous 0.01%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$77.0 - $90.52 $79,002 - $92,873	-1,026 Reduced 97.25%	29 $3,000
Q1 2024 May 15, 2024	SELL	$66.25 - $72.24 $474,548 - $517,455	-7,163 Reduced 87.16%	1,055 $76,000
Q4 2023 Feb 12, 2024	SELL	$62.71 - $73.08 $173,581 - $202,285	-2,768 Reduced 25.2%	8,218 $577,000
Q3 2023 Nov 14, 2023	BUY	$64.72 - $73.09 $10,549 - $11,913	163 Added 1.51%	10,986 $711,000
Q2 2023 Aug 14, 2023	BUY	$68.97 - $75.66 $24,898 - $27,313	361 Added 3.45%	10,823 $761,000
Q1 2023 May 15, 2023	SELL	$62.32 - $72.5 $973,189 - $1.13 Million	-15,616 Reduced 59.88%	10,462 $728,000
Q4 2022 Feb 14, 2023	SELL	$63.44 - $72.26 $293,854 - $334,708	-4,632 Reduced 15.08%	26,078 $1.86 Million
Q3 2022 Nov 14, 2022	BUY	$68.0 - $80.16 $110,024 - $129,698	1,618 Added 5.56%	30,710 $2.09 Million
Q2 2022 Aug 15, 2022	BUY	$65.39 - $76.51 $1.9 Million - $2.23 Million	29,092 New	29,092 $2.07 Million
Q2 2021 Aug 10, 2021	SELL	$60.46 - $66.42 $604 - $664	-10 Closed	0 $0
Q1 2021 May 17, 2021	BUY	$56.72 - $62.32 $113 - $124	2 Added 25.0%	10 $1,000
Q4 2020 Feb 16, 2021	BUY	$54.62 - $64.17 $436 - $513	8 New	8 $1,000
Q3 2020 Nov 12, 2020	SELL	$51.56 - $55.78 $206 - $223	-4 Closed	0 $0
Q2 2020 Aug 13, 2020	BUY	$50.14 - $60.33 $200 - $241	4 New	4 $1,000
Q3 2019 Nov 12, 2019	SELL	$54.84 - $61.98 $603 - $681	-11 Closed	0 $0
Q2 2019 Aug 21, 2019	BUY	$51.2 - $56.28 $563 - $619	11 New	11 $1,000
Q1 2019 May 14, 2019	SELL	$43.72 - $52.53 $655 - $787	-15 Closed	0 $0
Q4 2018 Feb 04, 2019	SELL	$42.79 - $47.56 $42 - $47	-1 Reduced 6.25%	15 $1,000
Q3 2018 Nov 13, 2018	SELL	$42.66 - $49.08 $213 - $245	-5 Reduced 23.81%	16 $1,000
Q2 2018 Jul 25, 2018	SELL	$42.73 - $46.6 $206,300 - $224,984	-4,828 Reduced 99.57%	21 $1,000
Q1 2018 May 09, 2018	SELL	$42.92 - $47.2 $1.86 Million - $2.04 Million	-43,317 Reduced 89.93%	4,849 $217,000
Q4 2017 Feb 09, 2018	BUY	$48.05 - $53.25 $83,943 - $93,027	1,747 Added 3.76%	48,166 $2.32 Million
Q3 2017 Nov 13, 2017	BUY	$47.92 - $50.64 $2.22 Million - $2.35 Million	46,419	46,419 $2.28 Million

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...

More about SO

Track This Portfolio

Portfolio Update

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

News

Stay updated on Transamerica Financial Advisors, Inc. with notifications on news.

Account

Transamerica Financial Advisors, Inc. Southern CO Transaction History