Burt Wealth Advisors Southern CO Transaction History

Burt Wealth Advisors

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2021 Apr 15, 2021	SELL	$56.72 - $62.32 $9,415 - $10,345	-166 Closed	0 $0
Q1 2020 Apr 29, 2020	BUY	$43.23 - $70.85 $7,176 - $11,761	166 New	166 $9,000
Q2 2019 Aug 05, 2019	SELL	$51.2 - $56.28 $31,795 - $34,949	-621 Closed	0 $0
Q1 2019 Apr 24, 2019	BUY	$43.72 - $52.53 $349 - $420	8 Added 1.31%	621 $32,000
Q4 2018 Feb 08, 2019	BUY	$42.79 - $47.56 $299 - $332	7 Added 1.16%	613 $27,000
Q3 2018 Oct 30, 2018	BUY	$42.66 - $49.08 $341 - $392	8 Added 1.34%	606 $26,000
Q2 2018 Jul 27, 2018	SELL	$42.73 - $46.6 $20,980 - $22,880	-491 Reduced 45.09%	598 $28,000
Q1 2018 Apr 24, 2018	BUY	$42.92 - $47.2 $300 - $330	7 Added 0.65%	1,089 $49,000
Q4 2017 Jan 30, 2018	BUY	$48.05 - $53.25 $336 - $372	7 Added 0.65%	1,082 $52,000
Q3 2017 Nov 09, 2017	SELL	$47.92 - $50.64 $26,931 - $28,459	-562 Reduced 34.33%	1,075 $53,000
Q2 2017 Aug 07, 2017	BUY	N/A	1,637	1,637 $78,000

2,243

709M

5.02M

3.41M

Ticker SO
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 1,088,669,952
Market Cap $92.1B
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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