Jfs Wealth Advisors, LLC Southern CO Transaction History

Jfs Wealth Advisors, LLC

$1.49 Billion
Q3 2024

A detailed history of Jfs Wealth Advisors, LLC transactions in Southern CO stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 527 shares of SO stock, worth $43,825. This represents 0.0% of its overall portfolio holdings.

Number of Shares

527

Previous 520 1.35%

Holding current value

$43,825

Previous $40,000 17.5%

% of portfolio

0.0%

Previous 0.0%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	BUY	$77.0 - $90.52 $539 - $633	7 Added 1.35%	527 $47,000
Q2 2024 Jul 15, 2024	SELL	$67.77 - $80.71 $474 - $564	-7 Reduced 1.33%	520 $40,000
Q1 2024 Apr 30, 2024	SELL	$66.25 - $72.24 $69,165 - $75,418	-1,044 Reduced 66.45%	527 $37,000
Q4 2023 Feb 07, 2024	BUY	$62.71 - $73.08 $2,445 - $2,850	39 Added 2.55%	1,571 $110,000
Q3 2023 Nov 02, 2023	BUY	$64.72 - $73.09 $2,459 - $2,777	38 Added 2.54%	1,532 $99,000
Q2 2023 Aug 07, 2023	SELL	$68.97 - $75.66 $2,758 - $3,026	-40 Reduced 2.61%	1,494 $104,000
Q1 2023 Apr 19, 2023	BUY	$62.32 - $72.5 $8,849 - $10,295	142 Added 10.2%	1,534 $106,000
Q4 2022 Feb 13, 2023	SELL	$63.44 - $72.26 $16,811 - $19,148	-265 Reduced 15.99%	1,392 $99,000
Q3 2022 Oct 21, 2022	BUY	$68.0 - $80.16 $2,856 - $3,366	42 Added 2.6%	1,657 $113,000
Q2 2022 Aug 02, 2022	BUY	$65.39 - $76.51 $2,092 - $2,448	32 Added 2.02%	1,615 $115,000
Q1 2022 May 02, 2022	SELL	$62.84 - $72.51 $14,327 - $16,532	-228 Reduced 12.59%	1,583 $115,000
Q4 2021 Feb 03, 2022	BUY	$61.1 - $68.58 $4,460 - $5,006	73 Added 4.2%	1,811 $124,000
Q3 2021 Nov 09, 2021	BUY	$61.34 - $67.32 $81,091 - $88,997	1,322 Added 317.79%	1,738 $108,000
Q2 2021 Aug 04, 2021	BUY	$60.46 - $66.42 $21,161 - $23,247	350 Added 530.3%	416 $25,000
Q1 2021 Apr 28, 2021	SELL	$56.72 - $62.32 $11,457 - $12,588	-202 Reduced 75.37%	66 $4,000
Q4 2020 Feb 01, 2021	BUY	$54.62 - $64.17 $11,033 - $12,962	202 Added 306.06%	268 $16,000
Q2 2020 Aug 05, 2020	SELL	$50.14 - $60.33 $71,148 - $85,608	-1,419 Reduced 95.56%	66 $3,000
Q4 2019 Feb 03, 2020	BUY	$60.33 - $63.86 $3,981 - $4,214	66 Added 4.65%	1,485 $95,000
Q4 2018 Jan 28, 2019	SELL	$42.79 - $47.56 $4,150 - $4,613	-97 Reduced 6.4%	1,419 $62,000
Q3 2018 Nov 09, 2018	BUY	$42.66 - $49.08 $4,138 - $4,760	97 Added 6.84%	1,516 $66,000
Q1 2018 Apr 26, 2018	SELL	$42.92 - $47.2 $12,876 - $14,160	-300 Reduced 17.45%	1,419 $63,000
Q4 2017 Jan 31, 2018	BUY	$48.05 - $53.25 $14,415 - $15,975	300 Added 21.14%	1,719 $83,000
Q3 2017 Oct 20, 2017	BUY	$47.92 - $50.64 $67,998 - $71,858	1,419	1,419 $70,000

Others Institutions Holding SO

# of Institutions

2,213

Shares Held

703M

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 $90.5B
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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Jfs Wealth Advisors, LLC Southern CO Transaction History