Grimes & Company, Inc. Southern CO Transaction History

Grimes & Company, Inc.

$3.43 Billion
Q4 2024

A detailed history of Grimes & Company, Inc. transactions in Southern CO stock. As of the latest transaction made, Grimes & Company, Inc. holds 12,266 shares of SO stock, worth $1.06 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

12,266

Previous 14,641 16.22%

Holding current value

$1.06 Million

Previous $1.32 Million 23.56%

% of portfolio

0.03%

Previous 0.04%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$81.5 - $94.15 $193,562 - $223,606	-2,375 Reduced 16.22%	12,266 $1.01 Million
Q3 2024 Oct 22, 2024	BUY	$77.0 - $90.52 $180,257 - $211,907	2,341 Added 19.03%	14,641 $1.32 Million
Q2 2024 Jul 22, 2024	SELL	$67.77 - $80.71 $65,669 - $78,207	-969 Reduced 7.3%	12,300 $954,000
Q1 2024 Apr 17, 2024	BUY	$66.25 - $72.24 $9,076 - $9,896	137 Added 1.04%	13,269 $951,000
Q4 2023 Jan 24, 2024	BUY	$62.71 - $73.08 $12,792 - $14,908	204 Added 1.58%	13,132 $920,000
Q3 2023 Oct 19, 2023	SELL	$64.72 - $73.09 $3,041 - $3,435	-47 Reduced 0.36%	12,928 $836,000
Q2 2023 Jul 19, 2023	SELL	$68.97 - $75.66 $1,379 - $1,513	-20 Reduced 0.15%	12,975 $911,000
Q1 2023 Apr 20, 2023	SELL	$62.32 - $72.5 $2,617 - $3,045	-42 Reduced 0.32%	12,995 $904,000
Q4 2022 Jan 25, 2023	BUY	$63.44 - $72.26 $254,013 - $289,329	4,004 Added 44.33%	13,037 $0
Q3 2022 Oct 28, 2022	SELL	$68.0 - $80.16 $17,068 - $20,120	-251 Reduced 2.7%	9,033 $614,000
Q2 2022 Jul 22, 2022	BUY	$65.39 - $76.51 $17,066 - $19,969	261 Added 2.89%	9,284 $662,000
Q1 2022 May 06, 2022	SELL	$62.84 - $72.51 $5,592 - $6,453	-89 Reduced 0.98%	9,023 $654,000
Q4 2021 Feb 01, 2022	BUY	$61.1 - $68.58 $3,177 - $3,566	52 Added 0.57%	9,112 $625,000
Q3 2021 Nov 08, 2021	BUY	$61.34 - $67.32 $2,269 - $2,490	37 Added 0.41%	9,060 $561,000
Q2 2021 Aug 04, 2021	SELL	$60.46 - $66.42 $6,046 - $6,642	-100 Reduced 1.1%	9,023 $546,000
Q1 2021 May 12, 2021	SELL	$56.72 - $62.32 $77,990 - $85,690	-1,375 Reduced 13.1%	9,123 $567,000
Q2 2020 Jul 31, 2020	BUY	$50.14 - $60.33 $5,014 - $6,033	100 Added 0.96%	10,498 $544,000
Q1 2020 May 05, 2020	SELL	$43.23 - $70.85 $2,766 - $4,534	-64 Reduced 0.61%	10,398 $563,000
Q4 2019 Feb 05, 2020	BUY	$60.33 - $63.86 $21,960 - $23,245	364 Added 3.6%	10,462 $666,000
Q2 2019 Jul 30, 2019	SELL	$51.2 - $56.28 $6,400 - $7,035	-125 Reduced 1.22%	10,098 $558,000
Q1 2019 May 02, 2019	BUY	$43.72 - $52.53 $5,465 - $6,566	125 Added 1.24%	10,223 $528,000
Q3 2018 Nov 09, 2018	BUY	$42.66 - $49.08 $17,064 - $19,632	400 Added 4.12%	10,098 $440,000
Q2 2018 Aug 10, 2018	BUY	$42.73 - $46.6 $3,033 - $3,308	71 Added 0.74%	9,698 $449,000
Q1 2018 May 07, 2018	BUY	$42.92 - $47.2 $37,555 - $41,300	875 Added 10.0%	9,627 $430,000
Q4 2017 Feb 05, 2018	BUY	$48.05 - $53.25 $36,421 - $40,363	758 Added 9.48%	8,752 $421,000
Q3 2017 Nov 03, 2017	BUY	$47.92 - $50.64 $383,072 - $404,816	7,994	7,994 $393,000

Others Institutions Holding SO

# of Institutions

2,272

Shares Held

717M

Call Options Held

4.73M

Put Options Held

3.51M

View Full List

About SOUTHERN CO

Ticker SO
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 1,088,669,952
Market Cap $94.5B
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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Grimes & Company, Inc. Southern CO Transaction History