True Private Wealth Advisors Southern CO Transaction History

True Private Wealth Advisors

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 16, 2024	SELL	$67.77 - $80.71 $3,524 - $4,196	-52 Reduced 1.26%	4,074 $316,000
Q1 2024 Apr 25, 2024	BUY	$66.25 - $72.24 $3,047 - $3,323	46 Added 1.13%	4,126 $295,000
Q4 2023 Jan 30, 2024	SELL	$62.71 - $73.08 $125 - $146	-2 Reduced 0.05%	4,080 $286,000
Q3 2023 Nov 13, 2023	BUY	$64.72 - $73.09 $6,536 - $7,382	101 Added 2.54%	4,082 $264,000
Q3 2022 Nov 04, 2022	SELL	$68.0 - $80.16 $2,244 - $2,645	-33 Reduced 0.82%	3,981 $270,000
Q1 2022 May 09, 2022	SELL	$62.84 - $72.51 $5,152 - $5,945	-82 Reduced 2.0%	4,014 $299,000
Q4 2021 Feb 11, 2022	BUY	$61.1 - $68.58 $36,415 - $40,873	596 Added 17.03%	4,096 $280,000
Q2 2021 Aug 10, 2021	SELL	$60.46 - $66.42 $36,276 - $39,852	-600 Reduced 14.63%	3,500 $211,000
Q1 2021 May 12, 2021	BUY	$56.72 - $62.32 $34,032 - $37,392	600 Added 17.14%	4,100 $255,000
Q2 2019 Aug 01, 2019	BUY	$51.2 - $56.28 $179,200 - $196,980	3,500 New	3,500 $193,000
Q4 2018 Jan 14, 2019	SELL	$42.79 - $47.56 $58,023 - $64,491	-1,356 Closed	0 $0
Q3 2018 Oct 18, 2018	BUY	$42.66 - $49.08 $57,846 - $66,552	1,356 New	1,356 $0

2,215

705M

5.04M

3.43M

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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