Erts Wealth Advisors, LLC Southern CO Transaction History

Erts Wealth Advisors, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2020 May 15, 2020	SELL	$43.23 - $70.85 $348,520 - $571,192	-8,062 Closed	0 $0
Q4 2019 Feb 19, 2020	SELL	$60.33 - $63.86 $102,862 - $108,881	-1,705 Reduced 17.46%	8,062 $514,000
Q4 2019 Feb 12, 2020	BUY	$60.33 - $63.86 $91,399 - $96,747	1,515 Added 18.36%	9,767 $429,000
Q3 2019 Nov 05, 2019	SELL	$54.84 - $61.98 $61,146 - $69,107	-1,115 Reduced 11.9%	8,252 $510,000
Q1 2019 May 15, 2019	SELL	$43.72 - $52.53 $17,488 - $21,012	-400 Reduced 4.1%	9,367 $484,000
Q4 2018 Feb 14, 2019	BUY	$42.79 - $47.56 $417,929 - $464,518	9,767 New	9,767 $429,000

2,213

703M

5.04M

3.43M

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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