Wills Financial Group, Inc. Southern CO Transaction History

Wills Financial Group, Inc.

$223 Million
Q3 2024

A detailed history of Wills Financial Group, Inc. transactions in Southern CO stock. As of the latest transaction made, Wills Financial Group, Inc. holds 30,018 shares of SO stock, worth $2.45 Million. This represents 1.21% of its overall portfolio holdings.

Number of Shares

30,018

Previous 29,920 0.33%

Holding current value

$2.45 Million

Previous $2.32 Million 16.64%

% of portfolio

1.21%

Previous 1.14%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$77.0 - $90.52 $7,546 - $8,870	98 Added 0.33%	30,018 $2.71 Million
Q2 2024 Aug 14, 2024	BUY	$67.77 - $80.71 $2,236 - $2,663	33 Added 0.11%	29,920 $2.32 Million
Q1 2024 May 09, 2024	BUY	$66.25 - $72.24 $7,883 - $8,596	119 Added 0.4%	29,887 $2.14 Million
Q4 2023 Feb 14, 2024	SELL	$62.71 - $73.08 $115,386 - $134,467	-1,840 Reduced 5.82%	29,768 $2.09 Million
Q3 2023 Nov 14, 2023	SELL	$64.72 - $73.09 $9,966 - $11,255	-154 Reduced 0.48%	31,608 $2.05 Million
Q2 2023 Aug 11, 2023	BUY	$68.97 - $75.66 $689 - $756	10 Added 0.03%	31,762 $2.23 Million
Q1 2023 May 12, 2023	BUY	$62.32 - $72.5 $7,790 - $9,062	125 Added 0.4%	31,752 $2.21 Million
Q4 2022 Feb 14, 2023	BUY	$63.44 - $72.26 $11,926 - $13,584	188 Added 0.6%	31,627 $2.26 Million
Q3 2022 Nov 14, 2022	SELL	$68.0 - $80.16 $1,428 - $1,683	-21 Reduced 0.07%	31,439 $2.14 Million
Q2 2022 Aug 05, 2022	SELL	$65.39 - $76.51 $226,772 - $265,336	-3,468 Reduced 9.93%	31,460 $2.24 Million
Q1 2022 May 13, 2022	BUY	$62.84 - $72.51 $137,870 - $159,086	2,194 Added 6.7%	34,928 $2.53 Million
Q4 2021 Feb 14, 2022	SELL	$61.1 - $68.58 $3,116 - $3,497	-51 Reduced 0.16%	32,734 $2.24 Million
Q3 2021 Nov 12, 2021	SELL	$61.34 - $67.32 $438,887 - $481,674	-7,155 Reduced 17.91%	32,785 $2.03 Million
Q2 2021 Aug 13, 2021	BUY	$60.46 - $66.42 $115,236 - $126,596	1,906 Added 5.01%	39,940 $2.42 Million
Q1 2021 May 12, 2021	SELL	$56.72 - $62.32 $323,190 - $355,099	-5,698 Reduced 13.03%	38,034 $2.36 Million
Q4 2020 Feb 17, 2021	SELL	$54.62 - $64.17 $122,512 - $143,933	-2,243 Reduced 4.88%	43,732 $2.69 Million
Q3 2020 Nov 12, 2020	SELL	$51.56 - $55.78 $9,229 - $9,984	-179 Reduced 0.39%	45,975 $2.49 Million
Q2 2020 Aug 17, 2020	BUY	$50.14 - $60.33 $2,005 - $2,413	40 Added 0.09%	46,154 $2.39 Million
Q1 2020 May 12, 2020	SELL	$43.23 - $70.85 $2,031 - $3,329	-47 Reduced 0.1%	46,114 $2.5 Million
Q4 2019 Feb 14, 2020	BUY	$60.33 - $63.86 $27,510 - $29,120	456 Added 1.0%	46,161 $2.94 Million
Q3 2019 Nov 14, 2019	SELL	$54.84 - $61.98 $4,935 - $5,578	-90 Reduced 0.2%	45,705 $2.82 Million
Q2 2019 Aug 14, 2019	BUY	$51.2 - $56.28 $5,836 - $6,415	114 Added 0.25%	45,795 $2.53 Million
Q1 2019 May 14, 2019	SELL	$43.72 - $52.53 $49,971 - $60,041	-1,143 Reduced 2.44%	45,681 $2.36 Million
Q4 2018 Feb 14, 2019	SELL	$42.79 - $47.56 $231,151 - $256,919	-5,402 Reduced 10.34%	46,824 $2.06 Million
Q3 2018 Nov 14, 2018	BUY	$42.66 - $49.08 $7,508 - $8,638	176 Added 0.34%	52,226 $2.28 Million
Q2 2018 Aug 14, 2018	BUY	$42.73 - $46.6 $3,332 - $3,634	78 Added 0.15%	52,050 $2.41 Million
Q1 2018 May 11, 2018	SELL	$42.92 - $47.2 $228,935 - $251,764	-5,334 Reduced 9.31%	51,972 $2.32 Million
Q4 2017 Feb 08, 2018	SELL	$48.05 - $53.25 $62,993 - $69,810	-1,311 Reduced 2.24%	57,306 $2.76 Million
Q3 2017 Nov 14, 2017	BUY	$47.92 - $50.64 $218,563 - $230,969	4,561 Added 8.44%	58,617 $2.88 Million
Q2 2017 Aug 10, 2017	BUY	N/A	54,056	54,056 $2.59 Million

Others Institutions Holding SO

# of Institutions

2,215

Shares Held

705M

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 $88.7B
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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Wills Financial Group, Inc. Southern CO Transaction History