Western Wealth Management, LLC Southern CO Transaction History

Western Wealth Management, LLC

$1.72 Billion
Q3 2024

A detailed history of Western Wealth Management, LLC transactions in Southern CO stock. As of the latest transaction made, Western Wealth Management, LLC holds 21,191 shares of SO stock, worth $1.81 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

21,191

Previous 13,259 59.82%

Holding current value

$1.81 Million

Previous $1.03 Million 85.8%

% of portfolio

0.11%

Previous 0.08%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$77.0 - $90.52 $610,764 - $718,004	7,932 Added 59.82%	21,191 $1.91 Million
Q2 2024 Jul 19, 2024	BUY	$67.77 - $80.71 $28,598 - $34,059	422 Added 3.29%	13,259 $1.03 Million
Q1 2024 May 02, 2024	SELL	$66.25 - $72.24 $445,862 - $486,175	-6,730 Reduced 34.39%	12,837 $920,000
Q4 2023 Jan 31, 2024	BUY	$62.71 - $73.08 $84,783 - $98,804	1,352 Added 7.42%	19,567 $1.37 Million
Q3 2023 Nov 07, 2023	BUY	$64.72 - $73.09 $139,018 - $156,997	2,148 Added 13.37%	18,215 $1.18 Million
Q2 2023 Aug 30, 2023	SELL	$68.97 - $75.66 $5,862 - $6,431	-85 Reduced 0.53%	16,067 $1.13 Million
Q1 2023 Aug 30, 2023	SELL	$62.32 - $72.5 $44,309 - $51,547	-711 Reduced 4.22%	16,152 $1.12 Million
Q4 2022 Feb 02, 2023	SELL	$63.44 - $72.26 $600,840 - $684,374	-9,471 Reduced 35.96%	16,863 $1.2 Million
Q3 2022 Nov 04, 2022	BUY	$68.0 - $80.16 $11,900 - $14,028	175 Added 0.67%	26,334 $1.78 Million
Q2 2022 Jul 18, 2022	SELL	$65.39 - $76.51 $34,787 - $40,703	-532 Reduced 1.99%	26,159 $1.86 Million
Q1 2022 May 10, 2022	BUY	$62.84 - $72.51 $1.14 Million - $1.31 Million	18,080 Added 209.96%	26,691 $1.94 Million
Q4 2021 Feb 14, 2022	SELL	$61.1 - $68.58 $453,178 - $508,657	-7,417 Reduced 46.28%	8,611 $589,000
Q2 2021 Aug 09, 2021	BUY	$60.46 - $66.42 $426,605 - $468,659	7,056 Added 78.64%	16,028 $969,000
Q1 2021 May 14, 2021	BUY	$56.72 - $62.32 $34,939 - $38,389	616 Added 7.37%	8,972 $558,000
Q4 2020 Feb 10, 2021	BUY	$54.62 - $64.17 $42,931 - $50,437	786 Added 10.38%	8,356 $513,000
Q3 2020 Oct 27, 2020	BUY	$51.56 - $55.78 $1,443 - $1,561	28 Added 0.37%	7,570 $411,000
Q2 2020 Jul 20, 2020	SELL	$50.14 - $60.33 $5,264 - $6,334	-105 Reduced 1.37%	7,542 $397,000
Q1 2020 Apr 27, 2020	SELL	$43.23 - $70.85 $6.02 Million - $9.86 Million	-139,140 Reduced 94.79%	7,647 $414,000
Q4 2019 Feb 10, 2020	BUY	$60.33 - $63.86 $8.5 Million - $8.99 Million	140,818 Added 2359.16%	146,787 $9.1 Million
Q3 2019 Nov 08, 2019	SELL	$54.84 - $61.98 $15.1 Million - $17 Million	-274,917 Reduced 97.87%	5,969 $367,000
Q2 2019 Aug 06, 2019	BUY	$51.2 - $56.28 $14.1 Million - $15.5 Million	275,053 Added 4715.46%	280,886 $14.4 Million
Q1 2019 May 10, 2019	BUY	$43.72 - $52.53 $8,437 - $10,138	193 Added 3.42%	5,833 $307,000
Q4 2018 Feb 15, 2019	BUY	$42.79 - $47.56 $241,335 - $268,238	5,640 New	5,640 $259,000

Others Institutions Holding SO

# of Institutions

2,308

Shares Held

717M

Call Options Held

5.15M

Put Options Held

4.15M

View Full List

About SOUTHERN CO

Ticker SO
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 1,088,669,952
Market Cap $93.2B
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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Western Wealth Management, LLC Southern CO Transaction History