Wealthspire Advisors, LLC Southern CO Transaction History

Wealthspire Advisors, LLC

$9.71 Billion
Q3 2024

A detailed history of Wealthspire Advisors, LLC transactions in Southern CO stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 19,955 shares of SO stock, worth $1.66 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

19,955

Previous 19,707 1.26%

Holding current value

$1.66 Million

Previous $1.53 Million 17.74%

% of portfolio

0.02%

Previous 0.02%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$77.0 - $90.52 $19,096 - $22,448	248 Added 1.26%	19,955 $1.8 Million
Q2 2024 Aug 08, 2024	BUY	$67.77 - $80.71 $38,154 - $45,439	563 Added 2.94%	19,707 $1.53 Million
Q1 2024 May 06, 2024	SELL	$66.25 - $72.24 $792,482 - $864,134	-11,962 Reduced 38.46%	19,144 $1.37 Million
Q4 2023 Feb 06, 2024	BUY	$62.71 - $73.08 $591,606 - $689,436	9,434 Added 43.53%	31,106 $2.18 Million
Q3 2023 Nov 06, 2023	SELL	$64.72 - $73.09 $19,674 - $22,219	-304 Reduced 1.38%	21,672 $1.4 Million
Q2 2023 Jul 31, 2023	SELL	$68.97 - $75.66 $174,356 - $191,268	-2,528 Reduced 10.32%	21,976 $1.54 Million
Q1 2023 May 09, 2023	SELL	$62.32 - $72.5 $38,389 - $44,660	-616 Reduced 2.45%	24,504 $1.7 Million
Q4 2022 Feb 13, 2023	BUY	$63.44 - $72.26 $131,638 - $149,939	2,075 Added 9.0%	25,120 $1.79 Million
Q3 2022 Nov 14, 2022	BUY	$68.0 - $80.16 $18,360 - $21,643	270 Added 1.19%	23,045 $1.57 Million
Q2 2022 Aug 09, 2022	BUY	$65.39 - $76.51 $238,019 - $278,496	3,640 Added 19.02%	22,775 $1.62 Million
Q1 2022 May 09, 2022	BUY	$62.84 - $72.51 $113,866 - $131,388	1,812 Added 10.46%	19,135 $1.39 Million
Q4 2021 Feb 14, 2022	BUY	$61.1 - $68.58 $15,030 - $16,870	246 Added 1.44%	17,323 $1.19 Million
Q3 2021 Nov 15, 2021	BUY	$61.34 - $67.32 $746,507 - $819,284	12,170 Added 248.01%	17,077 $1.06 Million
Q2 2021 Aug 13, 2021	SELL	$60.46 - $66.42 $1.51 Million - $1.66 Million	-24,995 Reduced 83.59%	4,907 $297,000
Q1 2021 May 17, 2021	BUY	$56.72 - $62.32 $304,926 - $335,032	5,376 Added 21.92%	29,902 $1.86 Million
Q4 2020 Feb 16, 2021	BUY	$54.62 - $64.17 $1 Million - $1.18 Million	18,376 Added 298.8%	24,526 $1.51 Million
Q3 2020 Nov 16, 2020	SELL	$51.56 - $55.78 $41,866 - $45,293	-812 Reduced 11.66%	6,150 $333,000
Q2 2020 Aug 14, 2020	SELL	$50.14 - $60.33 $472,970 - $569,092	-9,433 Reduced 57.54%	6,962 $361,000
Q1 2020 May 12, 2020	BUY	$43.23 - $70.85 $526,541 - $862,952	12,180 Added 288.97%	16,395 $888,000
Q4 2019 Feb 14, 2020	BUY	$60.33 - $63.86 $254,290 - $269,169	4,215 New	4,215 $268,000
Q1 2019 May 08, 2019	SELL	$43.72 - $52.53 $25,051 - $30,099	-573 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	$42.79 - $47.56 $24,518 - $27,251	573 New	573 $25,000

Others Institutions Holding SO

# of Institutions

2,213

Shares Held

703M

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 $90.5B
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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Wealthspire Advisors, LLC Southern CO Transaction History