Summit Financial Group, Inc. Southern CO Transaction History

Summit Financial Group, Inc.

$279 Million
Q1 2024

A detailed history of Summit Financial Group, Inc. transactions in Southern CO stock. As of the latest transaction made, Summit Financial Group, Inc. holds 9,734 shares of SO stock, worth $857,760. This represents 0.25% of its overall portfolio holdings.

Number of Shares

9,734

Previous 10,034 2.99%

Holding current value

$857,760

Previous $703,000 0.71%

% of portfolio

0.25%

Previous 0.27%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 05, 2024	SELL	$66.25 - $72.24 $19,875 - $21,672	-300 Reduced 2.99%	9,734 $698,000
Q3 2023 Oct 17, 2023	SELL	$64.72 - $73.09 $25,888 - $29,236	-400 Reduced 3.83%	10,034 $649,000
Q3 2022 Oct 12, 2022	SELL	$68.0 - $80.16 $53,312 - $62,845	-784 Reduced 6.99%	10,434 $709,000
Q1 2022 Apr 08, 2022	SELL	$62.84 - $72.51 $12,568 - $14,502	-200 Reduced 1.75%	11,218 $814,000
Q2 2021 Jul 06, 2021	BUY	$60.46 - $66.42 $19,649 - $21,586	325 Added 2.93%	11,418 $691,000
Q1 2021 Apr 07, 2021	SELL	$56.72 - $62.32 $25,524 - $28,044	-450 Reduced 3.9%	11,093 $690,000
Q4 2020 Jan 07, 2021	BUY	$54.62 - $64.17 $1,365 - $1,604	25 Added 0.22%	11,543 $709,000
Q3 2020 Oct 05, 2020	BUY	$51.56 - $55.78 $50,013 - $54,106	970 Added 9.2%	11,518 $625,000
Q2 2020 Jul 06, 2020	SELL	$50.14 - $60.33 $4,562 - $5,490	-91 Reduced 0.86%	10,548 $547,000
Q4 2019 Jan 06, 2020	SELL	$60.33 - $63.86 $28,053 - $29,694	-465 Reduced 4.19%	10,639 $678,000
Q3 2019 Oct 09, 2019	BUY	$54.84 - $61.98 $42,446 - $47,972	774 Added 7.49%	11,104 $686,000
Q2 2019 Jul 03, 2019	SELL	$51.2 - $56.28 $1,689 - $1,857	-33 Reduced 0.32%	10,330 $571,000
Q3 2018 Oct 03, 2018	BUY	$42.66 - $49.08 $1,066 - $1,227	25 Added 0.24%	10,363 $452,000
Q2 2018 Jul 03, 2018	SELL	$42.73 - $46.6 $8,588 - $9,366	-201 Reduced 1.91%	10,338 $479,000
Q1 2018 Apr 04, 2018	BUY	$42.92 - $47.2 $101,591 - $111,722	2,367 Added 28.96%	10,539 $471,000
Q4 2017 Jan 04, 2018	SELL	$48.05 - $53.25 $53,527 - $59,320	-1,114 Reduced 12.0%	8,172 $393,000
Q3 2017 Oct 10, 2017	BUY	$47.92 - $50.64 $444,985 - $470,243	9,286	9,286 $456,000

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...

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Summit Financial Group, Inc. Southern CO Transaction History