Visionary Wealth Advisors Southern CO Transaction History

Visionary Wealth Advisors

$1.57 Billion
Q3 2024

A detailed history of Visionary Wealth Advisors transactions in Southern CO stock. As of the latest transaction made, Visionary Wealth Advisors holds 98,323 shares of SO stock, worth $8.19 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares

98,323

Previous 108,031 8.99%

Holding current value

$8.19 Million

Previous $8.38 Million 5.8%

% of portfolio

0.56%

Previous 0.57%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$77.0 - $90.52 $747,516 - $878,768	-9,708 Reduced 8.99%	98,323 $8.87 Million
Q2 2024 Aug 13, 2024	BUY	$67.77 - $80.71 $191,924 - $228,570	2,832 Added 2.69%	108,031 $8.38 Million
Q1 2024 May 15, 2024	BUY	$66.25 - $72.24 $743,391 - $810,605	11,221 Added 11.94%	105,199 $7.55 Million
Q4 2023 Feb 14, 2024	BUY	$62.71 - $73.08 $70,360 - $81,995	1,122 Added 1.21%	93,978 $6.59 Million
Q3 2023 Nov 13, 2023	BUY	$64.72 - $73.09 $34,948 - $39,468	540 Added 0.58%	92,856 $6.01 Million
Q2 2023 Aug 11, 2023	BUY	$68.97 - $75.66 $96,006 - $105,318	1,392 Added 1.53%	92,316 $6.49 Million
Q1 2023 May 15, 2023	BUY	$62.32 - $72.5 $369,308 - $429,635	5,926 Added 6.97%	90,924 $6.33 Million
Q4 2022 Feb 13, 2023	BUY	$63.44 - $72.26 $371,314 - $422,937	5,853 Added 7.4%	84,998 $6.07 Million
Q3 2022 Nov 14, 2022	BUY	$68.0 - $80.16 $173,740 - $204,808	2,555 Added 3.34%	79,145 $5.38 Million
Q2 2022 Aug 12, 2022	BUY	$65.39 - $76.51 $375,665 - $439,549	5,745 Added 8.11%	76,590 $5.46 Million
Q1 2022 May 12, 2022	BUY	$62.84 - $72.51 $481,228 - $555,281	7,658 Added 12.12%	70,845 $5.14 Million
Q4 2021 Feb 14, 2022	BUY	$61.1 - $68.58 $256,009 - $287,350	4,190 Added 7.1%	63,187 $4.33 Million
Q3 2021 Nov 12, 2021	BUY	$61.34 - $67.32 $35,638 - $39,112	581 Added 0.99%	58,997 $3.66 Million
Q2 2021 Aug 13, 2021	BUY	$60.46 - $66.42 $73,398 - $80,633	1,214 Added 2.12%	58,416 $3.54 Million
Q1 2021 May 18, 2021	BUY	$56.72 - $62.32 $234,423 - $257,568	4,133 Added 7.79%	57,202 $3.56 Million
Q4 2020 Feb 16, 2021	BUY	$54.62 - $64.17 $64,615 - $75,913	1,183 Added 2.28%	53,069 $3.26 Million
Q3 2020 Nov 16, 2020	BUY	$51.56 - $55.78 $2.44 Million - $2.64 Million	47,412 Added 1059.72%	51,886 $2.81 Million
Q2 2020 Aug 14, 2020	BUY	$50.14 - $60.33 $1,955 - $2,352	39 Added 0.88%	4,474 $232,000
Q1 2020 May 15, 2020	SELL	$43.23 - $70.85 $2,420 - $3,967	-56 Reduced 1.25%	4,435 $240,000
Q4 2019 Feb 14, 2020	BUY	$60.33 - $63.86 $270,942 - $286,795	4,491 New	4,491 $286,000

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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Visionary Wealth Advisors Southern CO Transaction History