Wealth Alliance Southern CO Transaction History

Wealth Alliance

$818 Million
Q3 2024

A detailed history of Wealth Alliance transactions in Southern CO stock. As of the latest transaction made, Wealth Alliance holds 10,704 shares of SO stock, worth $960,576. This represents 0.12% of its overall portfolio holdings.

Number of Shares

10,704

Previous 15,649 31.6%

Holding current value

$960,576

Previous $1.21 Million 20.45%

% of portfolio

0.12%

Previous 0.16%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	SELL	$77.0 - $90.52 $380,765 - $447,621	-4,945 Reduced 31.6%	10,704 $965,000
Q2 2024 Aug 09, 2024	SELL	$67.77 - $80.71 $187,248 - $223,001	-2,763 Reduced 15.01%	15,649 $1.21 Million
Q1 2024 May 10, 2024	BUY	$66.25 - $72.24 $30,475 - $33,230	460 Added 2.56%	18,412 $1.32 Million
Q4 2023 Jan 30, 2024	SELL	$62.71 - $73.08 $6,584 - $7,673	-105 Reduced 0.58%	17,952 $1.26 Million
Q3 2023 Nov 09, 2023	BUY	$64.72 - $73.09 $36,760 - $41,515	568 Added 3.25%	18,057 $1.17 Million
Q2 2023 Aug 02, 2023	SELL	$68.97 - $75.66 $14,828 - $16,266	-215 Reduced 1.21%	17,489 $1.23 Million
Q1 2023 May 10, 2023	BUY	$62.32 - $72.5 $45,618 - $53,070	732 Added 4.31%	17,704 $1.23 Million
Q4 2022 Feb 13, 2023	BUY	$63.44 - $72.26 $41,806 - $47,619	659 Added 4.04%	16,972 $1.21 Million
Q3 2022 Nov 14, 2022	BUY	$68.0 - $80.16 $27,676 - $32,625	407 Added 2.56%	16,313 $1.11 Million
Q2 2022 Aug 15, 2022	SELL	$65.39 - $76.51 $110,574 - $129,378	-1,691 Reduced 9.61%	15,906 $1.14 Million
Q1 2022 May 10, 2022	BUY	$62.84 - $72.51 $5,467 - $6,308	87 Added 0.5%	17,597 $1.28 Million
Q4 2021 Feb 14, 2022	BUY	$61.1 - $68.58 $85,845 - $96,354	1,405 Added 8.72%	17,510 $1.2 Million
Q3 2021 Nov 12, 2021	BUY	$61.34 - $67.32 $2,821 - $3,096	46 Added 0.29%	16,105 $998,000
Q2 2021 Aug 16, 2021	BUY	$60.46 - $66.42 $177,268 - $194,743	2,932 Added 22.34%	16,059 $972,000
Q1 2021 May 18, 2021	SELL	$56.72 - $62.32 $78,330 - $86,063	-1,381 Reduced 9.52%	13,127 $816,000
Q4 2020 Feb 11, 2021	BUY	$54.62 - $64.17 $154,629 - $181,665	2,831 Added 24.24%	14,508 $891,000
Q3 2020 Nov 13, 2020	BUY	$51.56 - $55.78 $46,764 - $50,592	907 Added 8.42%	11,677 $633,000
Q2 2020 Aug 14, 2020	BUY	$50.14 - $60.33 $148,665 - $178,878	2,965 Added 37.99%	10,770 $558,000
Q1 2020 May 15, 2020	BUY	$43.23 - $70.85 $337,410 - $552,984	7,805 New	7,805 $423,000

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 $97.7B
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...

More about SO

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