Foster Victor Wealth Advisors, LLC Southern CO Transaction History

Foster Victor Wealth Advisors, LLC

$1.38 Billion
Q3 2024

A detailed history of Foster Victor Wealth Advisors, LLC transactions in Southern CO stock. As of the latest transaction made, Foster Victor Wealth Advisors, LLC holds 73,913 shares of SO stock, worth $6.51 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares

73,913

Previous 71,634 3.18%

Holding current value

$6.51 Million

Previous $5.56 Million 19.94%

% of portfolio

0.48%

Previous 0.44%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	BUY	$77.0 - $90.52 $175,483 - $206,295	2,279 Added 3.18%	73,913 $6.66 Million
Q2 2024 Jul 18, 2024	SELL	$67.77 - $80.71 $5.11 Million - $6.09 Million	-75,449 Reduced 51.3%	71,634 $5.56 Million
Q1 2024 Apr 26, 2024	BUY	$66.25 - $72.24 $408,563 - $445,504	6,167 Added 4.38%	147,083 $10.6 Million
Q4 2023 Jan 19, 2024	BUY	$62.71 - $73.08 $203,807 - $237,510	3,250 Added 2.36%	140,916 $9.88 Million
Q3 2023 Oct 13, 2023	BUY	$64.72 - $73.09 $4.55 Million - $5.14 Million	70,266 Added 104.25%	137,666 $8.91 Million
Q2 2023 Jul 14, 2023	BUY	$68.97 - $75.66 $144,630 - $158,659	2,097 Added 3.21%	67,400 $4.73 Million
Q1 2023 Apr 20, 2023	BUY	$62.32 - $72.5 $251,648 - $292,755	4,038 Added 6.59%	65,303 $4.54 Million
Q4 2022 Jan 27, 2023	BUY	$63.44 - $72.26 $332,171 - $378,353	5,236 Added 9.35%	61,265 $0
Q3 2022 Oct 24, 2022	BUY	$68.0 - $80.16 $130,084 - $153,346	1,913 Added 3.53%	56,029 $3.68 Million
Q2 2022 Jul 19, 2022	BUY	$65.39 - $76.51 $234,357 - $274,211	3,584 Added 7.09%	54,116 $3.87 Million
Q1 2022 Apr 14, 2022	BUY	$62.84 - $72.51 $396,269 - $457,248	6,306 Added 14.26%	50,532 $3.87 Million
Q4 2021 Jan 19, 2022	BUY	$61.1 - $68.58 $264,990 - $297,431	4,337 Added 10.87%	44,226 $3 Million
Q3 2021 Oct 08, 2021	BUY	$61.34 - $67.32 $99,432 - $109,125	1,621 Added 4.24%	39,889 $2.47 Million
Q2 2021 Jul 29, 2021	BUY	$60.46 - $66.42 $206,773 - $227,156	3,420 Added 9.81%	38,268 $2.32 Million
Q1 2021 Apr 23, 2021	BUY	$56.72 - $62.32 $283,429 - $311,413	4,997 Added 16.74%	34,848 $2.22 Million
Q4 2020 Feb 08, 2021	BUY	$54.62 - $64.17 $78,215 - $91,891	1,432 Added 5.04%	29,851 $1.83 Million
Q3 2020 Oct 26, 2020	BUY	$51.56 - $55.78 $172,004 - $186,082	3,336 Added 13.3%	28,419 $1.54 Million
Q2 2020 Aug 03, 2020	BUY	$50.14 - $60.33 $223,223 - $268,589	4,452 Added 21.58%	25,083 $1.3 Million
Q1 2020 Apr 29, 2020	BUY	$43.23 - $70.85 $38,042 - $62,347	880 Added 4.46%	20,631 $1.15 Million
Q4 2019 Jan 13, 2020	BUY	$60.33 - $63.86 $247,292 - $261,762	4,099 Added 26.19%	19,751 $1.24 Million
Q3 2019 Oct 11, 2019	BUY	$54.84 - $61.98 $297,287 - $335,993	5,421 Added 52.99%	15,652 $969,000
Q2 2019 Jul 16, 2019	SELL	$51.2 - $56.28 $221,491 - $243,467	-4,326 Reduced 29.72%	10,231 $576,000
Q1 2019 May 03, 2019	BUY	$43.72 - $52.53 $38,867 - $46,699	889 Added 6.5%	14,557 $752,000
Q4 2018 Mar 04, 2019	BUY	$42.79 - $47.56 $584,853 - $650,050	13,668 New	13,668 $600,000

Others Institutions Holding SO

# of Institutions

2,143

Shares Held

707M

Call Options Held

4.27M

Put Options Held

2.67M

View Full List

About SOUTHERN CO

Ticker SO
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 1,088,669,952
Market Cap $95.9B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Foster Victor Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Foster Victor Wealth Advisors, LLC with notifications on news.

Account

Foster Victor Wealth Advisors, LLC Southern CO Transaction History