United Capital Management Of Ks, Inc. Southern CO Transaction History

United Capital Management Of Ks, Inc.

$404 Million
Q3 2024

A detailed history of United Capital Management Of Ks, Inc. transactions in Southern CO stock. As of the latest transaction made, United Capital Management Of Ks, Inc. holds 5,597 shares of SO stock, worth $496,453. This represents 0.12% of its overall portfolio holdings.

Number of Shares

5,597

Previous 5,009 11.74%

Holding current value

$496,453

Previous $388,000 29.9%

% of portfolio

0.12%

Previous 0.09%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	BUY	$77.0 - $90.52 $45,276 - $53,225	588 Added 11.74%	5,597 $504,000
Q2 2024 Jul 30, 2024	SELL	$67.77 - $80.71 $26,430 - $31,476	-390 Reduced 7.22%	5,009 $388,000
Q1 2024 Apr 19, 2024	BUY	$66.25 - $72.24 $5,167 - $5,634	78 Added 1.47%	5,399 $387,000
Q4 2023 Jan 25, 2024	SELL	$62.71 - $73.08 $38,692 - $45,090	-617 Reduced 10.39%	5,321 $373,000
Q3 2023 Nov 03, 2023	SELL	$64.72 - $73.09 $25,434 - $28,724	-393 Reduced 6.21%	5,938 $384,000
Q2 2023 Aug 04, 2023	SELL	$68.97 - $75.66 $63,659 - $69,834	-923 Reduced 12.72%	6,331 $444,000
Q1 2023 Apr 27, 2023	BUY	$62.32 - $72.5 $1,558 - $1,812	25 Added 0.35%	7,254 $504,000
Q4 2022 Jan 31, 2023	SELL	$63.44 - $72.26 $9,706 - $11,055	-153 Reduced 2.07%	7,229 $516,000
Q3 2022 Oct 31, 2022	SELL	$68.0 - $80.16 $1,768 - $2,084	-26 Reduced 0.35%	7,382 $502,000
Q2 2022 Aug 04, 2022	SELL	$65.39 - $76.51 $6,277 - $7,344	-96 Reduced 1.28%	7,408 $528,000
Q1 2022 Apr 26, 2022	SELL	$62.84 - $72.51 $25,261 - $29,149	-402 Reduced 5.08%	7,504 $544,000
Q4 2021 Jan 18, 2022	SELL	$61.1 - $68.58 $38,798 - $43,548	-635 Reduced 7.43%	7,906 $542,000
Q3 2021 Oct 27, 2021	SELL	$61.34 - $67.32 $21,653 - $23,763	-353 Reduced 3.97%	8,541 $529,000
Q2 2021 Jul 26, 2021	BUY	$60.46 - $66.42 $15,477 - $17,003	256 Added 2.96%	8,894 $538,000
Q1 2021 Apr 27, 2021	SELL	$56.72 - $62.32 $75,494 - $82,947	-1,331 Reduced 13.35%	8,638 $537,000
Q4 2020 Jan 21, 2021	BUY	$54.62 - $64.17 $10,213 - $11,999	187 Added 1.91%	9,969 $612,000
Q3 2020 Oct 19, 2020	BUY	$51.56 - $55.78 $30,523 - $33,021	592 Added 6.44%	9,782 $530,000
Q2 2020 Jul 17, 2020	SELL	$50.14 - $60.33 $8,573 - $10,316	-171 Reduced 1.83%	9,190 $477,000
Q1 2020 May 04, 2020	BUY	$43.23 - $70.85 $15,044 - $24,655	348 Added 3.86%	9,361 $507,000
Q4 2019 Jan 24, 2020	BUY	$60.33 - $63.86 $14,720 - $15,581	244 Added 2.78%	9,013 $574,000
Q3 2019 Oct 15, 2019	BUY	$54.84 - $61.98 $24,239 - $27,395	442 Added 5.31%	8,769 $543,000
Q2 2019 Jul 25, 2019	BUY	$51.2 - $56.28 $13,260 - $14,576	259 Added 3.21%	8,327 $457,000
Q1 2019 May 01, 2019	SELL	$43.72 - $52.53 $6,120 - $7,354	-140 Reduced 1.71%	8,068 $421,000
Q4 2018 Jan 10, 2019	BUY	$42.79 - $47.56 $18,142 - $20,165	424 Added 5.45%	8,208 $361,000
Q3 2018 Oct 09, 2018	BUY	$42.66 - $49.08 $332,065 - $382,038	7,784 New	7,784 $340,000

Others Institutions Holding SO

# of Institutions

2,147

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 $96.6B
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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United Capital Management Of Ks, Inc. Southern CO Transaction History