Investment House LLC Southern CO Transaction History

Investment House LLC

$1.83 Billion
Q3 2024

A detailed history of Investment House LLC transactions in Southern CO stock. As of the latest transaction made, Investment House LLC holds 4,458 shares of SO stock, worth $372,153. This represents 0.02% of its overall portfolio holdings.

Number of Shares

4,458

Previous 4,455 0.07%

Holding current value

$372,153

Previous $345,000 16.23%

% of portfolio

0.02%

Previous 0.02%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 07, 2024	BUY	$77.0 - $90.52 $231 - $271	3 Added 0.07%	4,458 $401,000
Q2 2024 Jul 22, 2024	BUY	$67.77 - $80.71 $203 - $242	3 Added 0.07%	4,455 $345,000
Q1 2024 May 02, 2024	BUY	$66.25 - $72.24 $1,855 - $2,022	28 Added 0.63%	4,452 $319,000
Q4 2023 Feb 05, 2024	BUY	$62.71 - $73.08 $188 - $219	3 Added 0.07%	4,424 $310,000
Q3 2023 Nov 09, 2023	BUY	$64.72 - $73.09 $194 - $219	3 Added 0.07%	4,421 $286,000
Q2 2023 Aug 08, 2023	BUY	$68.97 - $75.66 $275 - $302	4 Added 0.09%	4,418 $310,000
Q1 2023 May 09, 2023	BUY	$62.32 - $72.5 $186 - $217	3 Added 0.07%	4,414 $307,000
Q4 2022 Feb 07, 2023	BUY	$63.44 - $72.26 $190 - $216	3 Added 0.07%	4,411 $315,000
Q3 2022 Oct 31, 2022	BUY	$68.0 - $80.16 $204 - $240	3 Added 0.07%	4,408 $300,000
Q2 2022 Aug 09, 2022	BUY	$65.39 - $76.51 $130 - $153	2 Added 0.05%	4,405 $314,000
Q1 2022 Apr 14, 2022	BUY	$62.84 - $72.51 $188 - $217	3 Added 0.07%	4,403 $319,000
Q4 2021 Feb 09, 2022	BUY	$61.1 - $68.58 $183 - $205	3 Added 0.07%	4,400 $302,000
Q3 2021 Nov 12, 2021	BUY	$61.34 - $67.32 $184 - $201	3 Added 0.07%	4,397 $272,000
Q2 2021 Jul 20, 2021	BUY	$60.46 - $66.42 $181 - $199	3 Added 0.07%	4,394 $265,000
Q1 2021 May 06, 2021	BUY	$56.72 - $62.32 $226 - $249	4 Added 0.09%	4,391 $273,000
Q4 2020 Jan 13, 2021	BUY	$54.62 - $64.17 $109 - $128	2 Added 0.05%	4,387 $270,000
Q3 2020 Nov 06, 2020	BUY	$51.56 - $55.78 $206 - $223	4 Added 0.09%	4,385 $238,000
Q2 2020 Jul 13, 2020	BUY	$50.14 - $60.33 $150 - $180	3 Added 0.07%	4,381 $227,000
Q1 2020 Apr 08, 2020	BUY	$43.23 - $70.85 $86 - $141	2 Added 0.05%	4,378 $237,000
Q4 2019 Feb 05, 2020	SELL	$60.33 - $63.86 $10,376 - $10,983	-172 Reduced 3.78%	4,376 $279,000
Q3 2019 Nov 12, 2019	SELL	$54.84 - $61.98 $6,690 - $7,561	-122 Reduced 2.61%	4,548 $281,000
Q2 2019 Aug 05, 2019	BUY	$51.2 - $56.28 $15,513 - $17,052	303 Added 6.94%	4,670 $258,000
Q1 2019 May 03, 2019	BUY	$43.72 - $52.53 $190,925 - $229,398	4,367 New	4,367 $226,000
Q3 2018 Oct 09, 2018	SELL	$42.66 - $49.08 $185,869 - $213,841	-4,357 Closed	0 $0
Q2 2018 Jul 10, 2018	BUY	$42.73 - $46.6 $186,174 - $203,036	4,357 New	4,357 $202,000
Q1 2018 May 08, 2018	SELL	$42.92 - $47.2 $202,797 - $223,020	-4,725 Closed	0 $0
Q4 2017 Jan 31, 2018	BUY	$48.05 - $53.25 $96 - $106	2 Added 0.04%	4,725 $227,000
Q3 2017 Oct 30, 2017	BUY	$47.92 - $50.64 $226,326 - $239,172	4,723	4,723 $232,000

Others Institutions Holding SO

# of Institutions

2,209

Shares Held

702M

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 $90.9B
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...

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Investment House LLC Southern CO Transaction History