Ars Wealth Advisors Group, LLC Southern CO Transaction History

Ars Wealth Advisors Group, LLC

$805 Million
Q3 2024

A detailed history of Ars Wealth Advisors Group, LLC transactions in Southern CO stock. As of the latest transaction made, Ars Wealth Advisors Group, LLC holds 96,799 shares of SO stock, worth $8.05 Million. This represents 1.08% of its overall portfolio holdings.

Number of Shares

96,799

Previous 95,294 1.58%

Holding current value

$8.05 Million

Previous $7.39 Million 18.09%

% of portfolio

1.08%

Previous 0.97%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	BUY	$77.0 - $90.52 $115,885 - $136,232	1,505 Added 1.58%	96,799 $8.73 Million
Q2 2024 Jul 19, 2024	SELL	$67.77 - $80.71 $97,656 - $116,303	-1,441 Reduced 1.49%	95,294 $7.39 Million
Q1 2024 May 13, 2024	SELL	$66.25 - $72.24 $750,877 - $818,768	-11,334 Reduced 10.49%	96,735 $6.94 Million
Q4 2023 Feb 06, 2024	SELL	$62.71 - $73.08 $830,405 - $967,725	-13,242 Reduced 10.92%	108,069 $7.58 Million
Q3 2023 Oct 26, 2023	BUY	$64.72 - $73.09 $111,447 - $125,860	1,722 Added 1.44%	121,311 $7.85 Million
Q2 2023 Jul 18, 2023	BUY	$68.97 - $75.66 $100,489 - $110,236	1,457 Added 1.23%	119,589 $8.4 Million
Q1 2023 May 11, 2023	BUY	$62.32 - $72.5 $2.3 Million - $2.67 Million	36,872 Added 45.38%	118,132 $8.22 Million
Q4 2022 Feb 13, 2023	SELL	$63.44 - $72.26 $715,159 - $814,586	-11,273 Reduced 12.18%	81,260 $5.8 Million
Q3 2022 Nov 14, 2022	BUY	$68.0 - $80.16 $6.29 Million - $7.42 Million	92,533 New	92,533 $6.29 Million
Q3 2022 Nov 08, 2022	SELL	$68.0 - $80.16 $6.2 Million - $7.31 Million	-91,225 Closed	0 $6.29 Million
Q2 2022 Aug 15, 2022	BUY	$65.39 - $76.51 $5.06 Million - $5.92 Million	77,421 Added 560.86%	91,225 $6.51 Million
Q1 2022 May 12, 2022	SELL	$62.84 - $72.51 $29,409 - $33,934	-468 Reduced 3.28%	13,804 $1 Million
Q4 2021 Feb 08, 2022	SELL	$61.1 - $68.58 $59,083 - $66,316	-967 Reduced 6.35%	14,272 $979,000
Q3 2021 Oct 26, 2021	BUY	$61.34 - $67.32 $934,760 - $1.03 Million	15,239 New	15,239 $944,000

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...

More about SO

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Ars Wealth Advisors Group, LLC Southern CO Transaction History