Wela Strategies, Inc. Southern CO Transaction History

Wela Strategies, Inc.

$241 Million
Q4 2024

A detailed history of Wela Strategies, Inc. transactions in Southern CO stock. As of the latest transaction made, Wela Strategies, Inc. holds 3,115 shares of SO stock, worth $266,581. This represents 0.11% of its overall portfolio holdings.

Number of Shares

3,115

Previous 3,563 12.57%

Holding current value

$266,581

Previous $321,000 20.25%

% of portfolio

0.11%

Previous 0.14%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	SELL	$81.5 - $94.15 $36,512 - $42,179	-448 Reduced 12.57%	3,115 $256,000
Q3 2024 Oct 17, 2024	BUY	$77.0 - $90.52 $154 - $181	2 Added 0.06%	3,563 $321,000
Q2 2024 Jul 12, 2024	BUY	$67.77 - $80.71 $135 - $161	2 Added 0.06%	3,561 $276,000
Q1 2024 Apr 15, 2024	SELL	$66.25 - $72.24 $95,863 - $104,531	-1,447 Reduced 28.91%	3,559 $255,000
Q4 2023 Jan 05, 2024	BUY	$62.71 - $73.08 $9,845 - $11,473	157 Added 3.24%	5,006 $351,000
Q3 2023 Oct 16, 2023	SELL	$64.72 - $73.09 $323 - $365	-5 Reduced 0.1%	4,849 $313,000
Q2 2023 Jul 11, 2023	BUY	$68.97 - $75.66 $16,138 - $17,704	234 Added 5.06%	4,854 $340,000
Q1 2023 Apr 10, 2023	BUY	$62.32 - $72.5 $872 - $1,015	14 Added 0.3%	4,620 $321,000
Q4 2022 Jan 05, 2023	BUY	$63.44 - $72.26 $126 - $144	2 Added 0.04%	4,606 $329,000
Q3 2022 Oct 07, 2022	SELL	$68.0 - $80.16 $22,576 - $26,613	-332 Reduced 6.73%	4,604 $313,000
Q2 2022 Jul 06, 2022	BUY	$65.39 - $76.51 $130 - $153	2 Added 0.04%	4,936 $352,000
Q1 2022 Apr 13, 2022	BUY	$62.84 - $72.51 $96,082 - $110,867	1,529 Added 44.9%	4,934 $358,000
Q4 2021 Jan 10, 2022	BUY	$61.1 - $68.58 $122 - $137	2 Added 0.06%	3,405 $233,000
Q3 2021 Oct 13, 2021	BUY	$61.34 - $67.32 $122 - $134	2 Added 0.06%	3,403 $211,000
Q2 2021 Jul 19, 2021	BUY	$60.46 - $66.42 $3,385 - $3,719	56 Added 1.67%	3,401 $206,000
Q1 2021 Apr 26, 2021	BUY	$56.72 - $62.32 $56 - $62	1 Added 0.03%	3,345 $208,000
Q4 2020 Jan 21, 2021	BUY	$54.62 - $64.17 $182,649 - $214,584	3,344 New	3,344 $205,000
Q1 2020 Apr 13, 2020	SELL	$43.23 - $70.85 $201,322 - $329,948	-4,657 Closed	0 $0
Q4 2019 Jan 21, 2020	BUY	$60.33 - $63.86 $280,956 - $297,396	4,657 New	4,657 $297,000

Others Institutions Holding SO

# of Institutions

2,308

Shares Held

717M

Call Options Held

5.15M

Put Options Held

4.15M

View Full List

About SOUTHERN CO

Ticker SO
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 1,088,669,952
Market Cap $93.2B
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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Wela Strategies, Inc. Southern CO Transaction History