White Lighthouse Investment Management Inc. Southern CO Transaction History

White Lighthouse Investment Management Inc.

$556 Million
Q3 2024

A detailed history of White Lighthouse Investment Management Inc. transactions in Southern CO stock. As of the latest transaction made, White Lighthouse Investment Management Inc. holds 10,229 shares of SO stock, worth $899,435. This represents 0.17% of its overall portfolio holdings.

Number of Shares

10,229

Previous 14,109 27.5%

Holding current value

$899,435

Previous $1.09 Million 15.72%

% of portfolio

0.17%

Previous 0.21%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	SELL	$77.0 - $90.52 $298,760 - $351,217	-3,880 Reduced 27.5%	10,229 $922,000
Q2 2024 Jul 15, 2024	BUY	$67.77 - $80.71 $609 - $726	9 Added 0.06%	14,109 $1.09 Million
Q1 2024 May 07, 2024	BUY	$66.25 - $72.24 $397 - $433	6 Added 0.04%	14,100 $1.01 Million
Q4 2023 Jan 23, 2024	BUY	$62.71 - $73.08 $564 - $657	9 Added 0.06%	14,094 $988,000
Q3 2023 Oct 18, 2023	SELL	$64.72 - $73.09 $582 - $657	-9 Reduced 0.06%	14,085 $911,000
Q3 2022 Oct 18, 2022	BUY	$68.0 - $80.16 $8,160 - $9,619	120 Added 0.86%	14,094 $958,000
Q2 2022 Jul 20, 2022	SELL	$65.39 - $76.51 $523 - $612	-8 Reduced 0.06%	13,974 $996,000
Q4 2021 Jan 12, 2022	BUY	$61.1 - $68.58 $488 - $548	8 Added 0.06%	13,982 $959,000
Q3 2021 Oct 20, 2021	SELL	$61.34 - $67.32 $9,201 - $10,097	-150 Reduced 1.06%	13,974 $866,000
Q4 2020 Feb 03, 2021	SELL	$54.62 - $64.17 $27,310 - $32,085	-500 Reduced 3.42%	14,124 $868,000
Q2 2020 Jul 23, 2020	BUY	$50.14 - $60.33 $200,560 - $241,320	4,000 Added 37.65%	14,624 $758,000
Q1 2020 Apr 07, 2020	BUY	$43.23 - $70.85 $6,484 - $10,627	150 Added 1.43%	10,624 $575,000
Q4 2019 Jan 24, 2020	BUY	$60.33 - $63.86 $205,122 - $217,124	3,400 Added 48.06%	10,474 $667,000
Q3 2019 Nov 13, 2019	BUY	$54.84 - $61.98 $20,235 - $22,870	369 Added 5.5%	7,074 $437,000
Q2 2019 Jul 31, 2019	SELL	$51.2 - $56.28 $30,720 - $33,768	-600 Reduced 8.21%	6,705 $371,000
Q1 2019 May 08, 2019	SELL	$43.72 - $52.53 $42,933 - $51,584	-982 Reduced 11.85%	7,305 $378,000
Q4 2018 Jan 23, 2019	BUY	$42.79 - $47.56 $36,671 - $40,758	857 Added 11.53%	8,287 $364,000
Q3 2018 Oct 24, 2018	SELL	$42.66 - $49.08 $40,527 - $46,626	-950 Reduced 11.34%	7,430 $324,000
Q4 2017 Jan 10, 2018	BUY	$48.05 - $53.25 $402,659 - $446,235	8,380	8,380 $403,000

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 $95.7B
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...

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White Lighthouse Investment Management Inc. Southern CO Transaction History