Wealthsource Partners, LLC Southern CO Transaction History

Wealthsource Partners, LLC

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 10, 2022	SELL	$65.39 - $76.51 $373,573 - $437,101	-5,713 Closed	0 $0
Q1 2022 May 09, 2022	SELL	$62.84 - $72.51 $121,846 - $140,596	-1,939 Reduced 25.34%	5,713 $414,000
Q4 2021 Feb 14, 2022	SELL	$61.1 - $68.58 $175,601 - $197,098	-2,874 Reduced 27.3%	7,652 $525,000
Q3 2021 Nov 18, 2021	SELL	$61.34 - $67.32 $4,232 - $4,645	-69 Reduced 0.65%	10,526 $652,000
Q2 2021 Nov 18, 2021	BUY	$60.46 - $66.42 $93,289 - $102,486	1,543 Added 17.05%	10,595 $641,000
Q1 2021 Jun 21, 2021	SELL	$56.72 - $62.32 $178,554 - $196,183	-3,148 Reduced 25.8%	9,052 $563,000
Q4 2020 Feb 12, 2021	BUY	$54.62 - $64.17 $58,934 - $69,239	1,079 Added 9.7%	12,200 $749,000
Q3 2020 Nov 16, 2020	BUY	$51.56 - $55.78 $183,295 - $198,297	3,555 Added 46.99%	11,121 $602,000
Q2 2020 Aug 17, 2020	BUY	$50.14 - $60.33 $71,599 - $86,151	1,428 Added 23.26%	7,566 $392,000
Q1 2020 May 12, 2020	BUY	$43.23 - $70.85 $29,612 - $48,532	685 Added 12.56%	6,138 $332,000
Q4 2019 Feb 12, 2020	SELL	$60.33 - $63.86 $3,076 - $3,256	-51 Reduced 0.93%	5,453 $347,000
Q3 2019 Nov 15, 2019	SELL	$54.84 - $61.98 $147,300 - $166,478	-2,686 Reduced 32.8%	5,504 $340,000
Q2 2019 Aug 09, 2019	BUY	$51.2 - $56.28 $173,670 - $190,901	3,392 Added 70.7%	8,190 $453,000
Q1 2019 May 16, 2019	BUY	$43.72 - $52.53 $209,768 - $252,038	4,798 New	4,798 $248,000

2,212

704M

5.04M

3.43M

Ticker SO
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 1,088,669,952
Market Cap $96B
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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