Acorn Wealth Advisors, LLC Southern CO Transaction History

Acorn Wealth Advisors, LLC

$220 Million
Q3 2024

A detailed history of Acorn Wealth Advisors, LLC transactions in Southern CO stock. As of the latest transaction made, Acorn Wealth Advisors, LLC holds 9,994 shares of SO stock, worth $831,101. This represents 0.41% of its overall portfolio holdings.

Number of Shares

9,994

Previous 10,203 2.05%

Holding current value

$831,101

Previous $791,000 13.91%

% of portfolio

0.41%

Previous 0.41%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$77.0 - $90.52 $16,093 - $18,918	-209 Reduced 2.05%	9,994 $901,000
Q2 2024 Jul 30, 2024	SELL	$67.77 - $80.71 $8,539 - $10,169	-126 Reduced 1.22%	10,203 $791,000
Q1 2024 Apr 26, 2024	BUY	$66.25 - $72.24 $48,495 - $52,879	732 Added 7.63%	10,329 $741,000
Q4 2023 Feb 07, 2024	BUY	$62.71 - $73.08 $4,765 - $5,554	76 Added 0.8%	9,597 $672,000
Q3 2023 Nov 07, 2023	BUY	$64.72 - $73.09 $6,148 - $6,943	95 Added 1.01%	9,521 $616,000
Q2 2023 Aug 02, 2023	BUY	$68.97 - $75.66 $5,724 - $6,279	83 Added 0.89%	9,426 $662,000
Q1 2023 May 09, 2023	BUY	$62.32 - $72.5 $5,297 - $6,162	85 Added 0.92%	9,343 $650,000
Q4 2022 Feb 10, 2023	BUY	$63.44 - $72.26 $6,153 - $7,009	97 Added 1.06%	9,258 $661,000
Q3 2022 Nov 09, 2022	BUY	$68.0 - $80.16 $5,644 - $6,653	83 Added 0.91%	9,161 $623,000
Q2 2022 Aug 08, 2022	SELL	$65.39 - $76.51 $49,369 - $57,765	-755 Reduced 7.68%	9,078 $647,000
Q1 2022 May 03, 2022	BUY	$62.84 - $72.51 $5,278 - $6,090	84 Added 0.86%	9,833 $713,000
Q4 2021 Feb 14, 2022	BUY	$61.1 - $68.58 $5,071 - $5,692	83 Added 0.86%	9,749 $669,000
Q3 2021 Nov 12, 2021	BUY	$61.34 - $67.32 $5,152 - $5,654	84 Added 0.88%	9,666 $599,000
Q2 2021 Aug 16, 2021	BUY	$60.46 - $66.42 $579,327 - $636,436	9,582 New	9,582 $580,000
Q2 2020 Aug 19, 2020	SELL	$50.14 - $60.33 $482,998 - $581,158	-9,633 Closed	0 $0
Q1 2020 May 13, 2020	BUY	$43.23 - $70.85 $24,943 - $40,880	577 Added 6.37%	9,633 $527,000
Q4 2019 Feb 07, 2020	BUY	$60.33 - $63.86 $4,766 - $5,044	79 Added 0.88%	9,056 $567,000
Q3 2019 Nov 21, 2019	BUY	$54.84 - $61.98 $4,496 - $5,082	82 Added 0.92%	8,977 $556,000
Q2 2019 Aug 14, 2019	BUY	$51.2 - $56.28 $4,198 - $4,614	82 Added 0.93%	8,895 $516,000
Q1 2019 May 08, 2019	BUY	$43.72 - $52.53 $3,759 - $4,517	86 Added 0.99%	8,813 $464,000
Q4 2018 Feb 04, 2019	BUY	$42.79 - $47.56 $3,936 - $4,375	92 Added 1.07%	8,727 $400,000
Q3 2018 Nov 13, 2018	BUY	$42.66 - $49.08 $42,276 - $48,638	991 Added 12.96%	8,635 $384,000
Q2 2018 Aug 10, 2018	BUY	$42.73 - $46.6 $3,973 - $4,333	93 Added 1.23%	7,644 $358,000
Q1 2018 May 14, 2018	BUY	$42.92 - $47.2 $11,888 - $13,074	277 Added 3.81%	7,551 $350,000
Q4 2017 Feb 14, 2018	BUY	$48.05 - $53.25 $349,515 - $387,340	7,274	7,274 $342,000

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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Acorn Wealth Advisors, LLC Southern CO Transaction History