Sowell Financial Services LLC Southern CO Transaction History

Sowell Financial Services LLC

$2.1 Billion
Q3 2024

A detailed history of Sowell Financial Services LLC transactions in Southern CO stock. As of the latest transaction made, Sowell Financial Services LLC holds 26,194 shares of SO stock, worth $2.18 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

26,194

Previous 28,623 8.49%

Holding current value

$2.18 Million

Previous $2.22 Million 6.35%

% of portfolio

0.11%

Previous 0.11%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 04, 2024	SELL	$77.0 - $90.52 $187,033 - $219,873	-2,429 Reduced 8.49%	26,194 $2.36 Million
Q2 2024 Aug 13, 2024	SELL	$67.77 - $80.71 $65,398 - $77,885	-965 Reduced 3.26%	28,623 $2.22 Million
Q1 2024 May 03, 2024	SELL	$66.25 - $72.24 $174,701 - $190,496	-2,637 Reduced 8.18%	29,588 $2.12 Million
Q4 2023 Jan 24, 2024	BUY	$62.71 - $73.08 $163,735 - $190,811	2,611 Added 8.82%	32,225 $2.26 Million
Q3 2023 Nov 08, 2023	SELL	$64.72 - $73.09 $257,197 - $290,459	-3,974 Reduced 11.83%	29,614 $1.92 Million
Q2 2023 Aug 14, 2023	BUY	$68.97 - $75.66 $404,440 - $443,670	5,864 Added 21.15%	33,588 $2.36 Million
Q1 2023 May 12, 2023	SELL	$62.32 - $72.5 $149,318 - $173,710	-2,396 Reduced 7.95%	27,724 $1.93 Million
Q4 2022 Feb 09, 2023	BUY	$63.44 - $72.26 $17,699 - $20,160	279 Added 0.93%	30,120 $2.15 Million
Q3 2022 Nov 15, 2022	BUY	$68.0 - $80.16 $312,596 - $368,495	4,597 Added 18.21%	29,841 $2.03 Million
Q2 2022 Aug 15, 2022	BUY	$65.39 - $76.51 $786,772 - $920,568	12,032 Added 91.07%	25,244 $1.8 Million
Q1 2022 May 13, 2022	SELL	$62.84 - $72.51 $974,082 - $1.12 Million	-15,501 Reduced 53.99%	13,212 $969,000
Q4 2021 Feb 09, 2022	SELL	$61.1 - $68.58 $137,902 - $154,785	-2,257 Reduced 7.29%	28,713 $1.97 Million
Q3 2021 Nov 04, 2021	SELL	$61.34 - $67.32 $56,739 - $62,270	-925 Reduced 2.9%	30,970 $1.92 Million
Q2 2021 Aug 05, 2021	SELL	$60.46 - $66.42 $795,109 - $873,489	-13,151 Reduced 29.19%	31,895 $1.93 Million
Q1 2021 May 07, 2021	BUY	$56.72 - $62.32 $335,725 - $368,872	5,919 Added 15.13%	45,046 $2.98 Million
Q4 2020 Jan 13, 2021	BUY	$54.62 - $64.17 $138,680 - $162,927	2,539 Added 6.94%	39,127 $2.4 Million
Q3 2020 Nov 12, 2020	SELL	$51.56 - $55.78 $102,346 - $110,723	-1,985 Reduced 5.15%	36,588 $1.98 Million
Q2 2020 Aug 13, 2020	BUY	$50.14 - $60.33 $11,582 - $13,936	231 Added 0.6%	38,573 $2 Million
Q1 2020 May 12, 2020	SELL	$43.23 - $70.85 $351,546 - $576,152	-8,132 Reduced 17.5%	38,342 $2.08 Million
Q4 2019 Feb 07, 2020	BUY	$60.33 - $63.86 $95,804 - $101,409	1,588 Added 3.54%	46,474 $2.96 Million
Q3 2019 Nov 14, 2019	BUY	$54.84 - $61.98 $504,802 - $570,525	9,205 Added 25.8%	44,886 $2.77 Million
Q1 2019 May 15, 2019	BUY	$43.72 - $52.53 $80,794 - $97,075	1,848 Added 5.46%	35,681 $0
Q4 2018 Mar 05, 2019	BUY	$42.79 - $47.56 $15,318 - $17,026	358 Added 1.07%	33,833 $1.49 Million
Q3 2018 Nov 13, 2018	BUY	$42.66 - $49.08 $1.43 Million - $1.64 Million	33,475 New	33,475 $1.46 Million

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...

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Sowell Financial Services LLC Southern CO Transaction History