Vision Point Advisory Group, LLC Southern CO Transaction History

Vision Point Advisory Group, LLC

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 07, 2024	SELL	$62.71 - $73.08 $94,754 - $110,423	-1,511 Reduced 88.1%	204 $14,000
Q3 2023 Dec 06, 2023	BUY	$64.72 - $73.09 $86,530 - $97,721	1,337 Added 353.7%	1,715 $110,000
Q2 2023 Aug 21, 2023	BUY	$68.97 - $75.66 $26,070 - $28,599	378 New	378 $26,000
Q4 2020 Feb 08, 2021	SELL	$54.62 - $64.17 $451,652 - $530,621	-8,269 Closed	0 $0
Q3 2020 Nov 12, 2020	SELL	$51.56 - $55.78 $176,077 - $190,488	-3,415 Reduced 29.23%	8,269 $448,000
Q2 2020 Aug 14, 2020	SELL	$50.14 - $60.33 $292,466 - $351,904	-5,833 Reduced 33.3%	11,684 $641,000
Q1 2020 May 15, 2020	SELL	$43.23 - $70.85 $1.91 Million - $3.13 Million	-44,213 Reduced 71.62%	17,517 $948,000
Q4 2019 Jan 30, 2020	BUY	$60.33 - $63.86 $274,561 - $290,626	4,551 Added 7.96%	61,730 $3.93 Million
Q3 2019 Nov 14, 2019	BUY	$54.84 - $61.98 $107,760 - $121,790	1,965 Added 3.56%	57,179 $3.55 Million
Q2 2019 Aug 14, 2019	BUY	$51.2 - $56.28 $15,872 - $17,446	310 Added 0.56%	55,214 $3.05 Million
Q1 2019 May 10, 2019	BUY	$43.72 - $52.53 $66,104 - $79,425	1,512 Added 2.83%	54,904 $2.84 Million
Q4 2018 Feb 14, 2019	BUY	$42.79 - $47.56 $2.28 Million - $2.54 Million	53,392 New	53,392 $2.35 Million

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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