Wealth Dimensions Group, Ltd. Southern CO Transaction History

Wealth Dimensions Group, Ltd.

$394 Million
Q3 2024

A detailed history of Wealth Dimensions Group, Ltd. transactions in Southern CO stock. As of the latest transaction made, Wealth Dimensions Group, Ltd. holds 7,830 shares of SO stock, worth $691,310. This represents 0.18% of its overall portfolio holdings.

Number of Shares

7,830

Previous 7,890 0.76%

Holding current value

$691,310

Previous $612,000 15.36%

% of portfolio

0.18%

Previous 0.17%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$77.0 - $90.52 $4,620 - $5,431	-60 Reduced 0.76%	7,830 $706,000
Q2 2024 Aug 09, 2024	SELL	$67.77 - $80.71 $42,695 - $50,847	-630 Reduced 7.39%	7,890 $612,000
Q1 2024 May 09, 2024	SELL	$66.25 - $72.24 $10,003 - $10,908	-151 Reduced 1.74%	8,520 $611,000
Q4 2023 Feb 09, 2024	BUY	$62.71 - $73.08 $877 - $1,023	14 Added 0.16%	8,671 $608,000
Q3 2023 Nov 14, 2023	BUY	$64.72 - $73.09 $2,847 - $3,215	44 Added 0.51%	8,657 $560,000
Q2 2023 Aug 14, 2023	SELL	$68.97 - $75.66 $344 - $378	-5 Reduced 0.06%	8,613 $605,000
Q1 2023 May 09, 2023	BUY	$62.32 - $72.5 $50,728 - $59,015	814 Added 10.43%	8,618 $599,000
Q4 2022 Feb 10, 2023	BUY	$63.44 - $72.26 $5,709 - $6,503	90 Added 1.17%	7,804 $557,000
Q3 2022 Nov 10, 2022	SELL	$68.0 - $80.16 $1,088 - $1,282	-16 Reduced 0.21%	7,714 $525,000
Q2 2022 Aug 05, 2022	BUY	$65.39 - $76.51 $588 - $688	9 Added 0.12%	7,730 $551,000
Q1 2022 May 04, 2022	BUY	$62.84 - $72.51 $628 - $725	10 Added 0.13%	7,721 $560,000
Q4 2021 Feb 04, 2022	SELL	$61.1 - $68.58 $1,649 - $1,851	-27 Reduced 0.35%	7,711 $529,000
Q4 2020 Feb 17, 2021	BUY	$54.62 - $64.17 $422,649 - $496,547	7,738 New	7,738 $475,000

Others Institutions Holding SO

# of Institutions

2,213

Shares Held

704M

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 $96.1B
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 Wealth Dimensions Group, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Wealth Dimensions Group, Ltd. with notifications on news.

Account

Wealth Dimensions Group, Ltd. Southern CO Transaction History