Acorn Financial Advisory Services Inc Southern CO Transaction History

Acorn Financial Advisory Services Inc

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 17, 2024	SELL	$62.71 - $73.08 $40,886 - $47,648	-652 Reduced 9.85%	5,967 $418,000
Q2 2023 Jul 20, 2023	BUY	$68.97 - $75.66 $7,310 - $8,019	106 Added 1.63%	6,619 $464,000
Q1 2023 Apr 26, 2023	BUY	$62.32 - $72.5 $38,576 - $44,877	619 Added 10.5%	6,513 $453,000
Q3 2022 Oct 12, 2022	SELL	$68.0 - $80.16 $2,040 - $2,404	-30 Reduced 0.51%	5,894 $401,000
Q2 2022 Jul 12, 2022	SELL	$65.39 - $76.51 $6,669 - $7,804	-102 Reduced 1.69%	5,924 $421,000
Q1 2022 Apr 18, 2022	SELL	$62.84 - $72.51 $45,370 - $52,352	-722 Reduced 10.7%	6,026 $437,000
Q4 2021 Jan 31, 2022	BUY	$61.1 - $68.58 $14,114 - $15,841	231 Added 3.54%	6,748 $462,000
Q2 2021 Jul 23, 2021	BUY	$60.46 - $66.42 $151,150 - $166,050	2,500 Added 62.24%	6,517 $394,000
Q1 2021 Apr 12, 2021	SELL	$56.72 - $62.32 $13,953 - $15,330	-246 Reduced 5.77%	4,017 $252,000
Q4 2020 Jan 25, 2021	BUY	$54.62 - $64.17 $30,041 - $35,293	550 Added 14.81%	4,263 $263,000
Q3 2020 Oct 15, 2020	BUY	$51.56 - $55.78 $191,442 - $207,111	3,713 New	3,713 $201,000
Q1 2020 Apr 15, 2020	SELL	$43.23 - $70.85 $149,532 - $245,070	-3,459 Closed	0 $0
Q4 2019 Jan 27, 2020	BUY	$60.33 - $63.86 $208,681 - $220,891	3,459 New	3,459 $220,000

2,216

702M

5.04M

3.43M

Ticker SO
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 1,088,669,952
Market Cap $88.5B
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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