Virginia Wealth Management Group, Inc. Southern CO Transaction History

Virginia Wealth Management Group, Inc.

$122 Million
Q2 2024

A detailed history of Virginia Wealth Management Group, Inc. transactions in Southern CO stock. As of the latest transaction made, Virginia Wealth Management Group, Inc. holds 45,421 shares of SO stock, worth $4.1 Million. This represents 2.89% of its overall portfolio holdings.

Number of Shares

45,421

Previous 45,734 0.68%

Holding current value

$4.1 Million

Previous $3.28 Million 7.41%

% of portfolio

2.89%

Previous 2.68%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 16, 2024	SELL	$67.77 - $80.71 $21,212 - $25,262	-313 Reduced 0.68%	45,421 $3.52 Million
Q1 2024 Apr 25, 2024	BUY	$66.25 - $72.24 $261,952 - $285,636	3,954 Added 9.46%	45,734 $3.28 Million
Q4 2023 Feb 08, 2024	SELL	$62.71 - $73.08 $1.27 Million - $1.48 Million	-20,194 Reduced 32.58%	41,780 $2.93 Million
Q3 2023 Nov 03, 2023	BUY	$64.72 - $73.09 $40,967 - $46,265	633 Added 1.03%	61,974 $4.01 Million
Q2 2023 Aug 08, 2023	SELL	$68.97 - $75.66 $28,208 - $30,944	-409 Reduced 0.66%	61,341 $4.31 Million
Q1 2023 May 05, 2023	BUY	$62.32 - $72.5 $65,436 - $76,125	1,050 Added 1.73%	61,750 $4.3 Million
Q4 2022 Feb 07, 2023	BUY	$63.44 - $72.26 $118,696 - $135,198	1,871 Added 3.18%	60,700 $4.34 Million
Q3 2022 Oct 19, 2022	SELL	$68.0 - $80.16 $119,476 - $140,841	-1,757 Reduced 2.9%	58,829 $4 Million
Q2 2022 Jan 04, 2023	BUY	$65.39 - $76.51 $3.96 Million - $4.64 Million	60,586 Added 144.79%	102,430 $7.3 Million
Q2 2022 Jan 04, 2023	SELL	$65.39 - $76.51 $1.11 Million - $1.3 Million	-16,985 Reduced 28.87%	41,844 $2.98 Million
Q2 2022 Aug 09, 2022	BUY	$65.39 - $76.51 $1.22 Million - $1.42 Million	18,612 Added 44.34%	60,586 $4.32 Million
Q1 2022 Apr 20, 2022	BUY	$62.84 - $72.51 $106,953 - $123,412	1,702 Added 4.23%	41,974 $3.16 Million
Q4 2021 Jan 18, 2022	BUY	$61.1 - $68.58 $2.46 Million - $2.76 Million	40,272 New	40,272 $2.76 Million

Others Institutions Holding SO

# of Institutions

2,078

Shares Held

704M

Call Options Held

4.27M

Put Options Held

2.69M

View Full List

About SOUTHERN CO

Ticker SO
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 1,088,669,952
Market Cap $98.3B
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 Virginia Wealth Management Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Virginia Wealth Management Group, Inc. with notifications on news.

Account

Virginia Wealth Management Group, Inc. Southern CO Transaction History