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INVESTMENT HOUSE LLC
> SO
Date | Name | Ticker | Shares | Change | Value | Change | Price |
06/30/2023 | SOUTHERN CO | SO | 4,418 | 4 | 310,330,000 | 3,179,000 | $70,242.19 |
03/31/2023 | SOUTHERN CO | SO | 4,414 | 3 | 307,151,000 | -7,846,000 | $69,585.64 |
12/31/2022 | SOUTHERN CO | SO | 4,411 | 3 | 314,997,000 | 314,697,000 | $71,411.70 |
09/30/2022 | SOUTHERN CO | SO | 4,408 | 3 | 300,000 | -14,000 | $68.06 |
06/30/2022 | SOUTHERN CO | SO | 4,405 | 2 | 314,000 | -5,000 | $71.28 |
03/31/2022 | SOUTHERN CO | SO | 4,403 | 3 | 319,000 | 17,000 | $72.45 |
12/31/2021 | SOUTHERN CO | SO | 4,400 | 3 | 302,000 | 30,000 | $68.64 |
09/30/2021 | SOUTHERN CO | SO | 4,397 | 3 | 272,000 | 7,000 | $61.86 |
06/30/2021 | SOUTHERN CO | SO | 4,394 | 3 | 265,000 | -8,000 | $60.31 |
03/31/2021 | SOUTHERN CO | SO | 4,391 | 4 | 273,000 | 3,000 | $62.17 |
12/31/2020 | SOUTHERN CO | SO | 4,387 | 2 | 270,000 | 32,000 | $61.55 |
09/30/2020 | SOUTHERN CO | SO | 4,385 | 4 | 238,000 | 11,000 | $54.28 |
06/30/2020 | SOUTHERN CO | SO | 4,381 | 3 | 227,000 | -10,000 | $51.81 |
03/31/2020 | SOUTHERN CO | SO | 4,378 | 2 | 237,000 | -42,000 | $54.13 |
12/31/2019 | SOUTHERN CO | SO | 4,376 | -172 | 279,000 | -2,000 | $63.76 |
09/30/2019 | SOUTHERN CO | SO | 4,548 | -122 | 281,000 | 23,000 | $61.79 |
06/30/2019 | SOUTHERN CO | SO | 4,670 | 303 | 258,000 | 32,000 | $55.25 |
03/31/2019 | SOUTHERN CO | SO | 4,367 | 4,367 | 226,000 | 226,000 | $51.75 |
09/30/2018 | SOUTHERN CO | SO | 0 | -4,357 | 0 | -202,000 | |
06/30/2018 | SOUTHERN CO | SO | 4,357 | 4,357 | 202,000 | 202,000 | $46.36 |
03/31/2018 | SOUTHERN CO | SO | 0 | -4,725 | 0 | -227,000 | |
12/31/2017 | SOUTHERN CO | SO | 4,725 | 2 | 227,000 | -5,000 | $48.04 |
09/30/2017 | SOUTHERN CO | SO | 4,723 | 3 | 232,000 | 6,000 | $49.12 |
06/30/2017 | SOUTHERN CO | SO | 4,720 | 3 | 226,000 | -9,000 | $47.88 |
03/31/2017 | SOUTHERN CO | SO | 4,717 | 3 | 235,000 | 3,000 | $49.82 |
12/31/2016 | SOUTHERN CO | SO | 4,714 | -798 | 232,000 | -51,000 | $49.22 |
09/30/2016 | SOUTHERN CO | SO | 5,512 | -50 | 283,000 | -15,000 | $51.34 |
06/30/2016 | SOUTHERN CO | SO | 5,562 | 5,562 | 298,000 | 298,000 | $53.58 |
03/31/2016 | SOUTHERN CO | SO | 0 | -5,504 | 0 | -258,000 | |
12/31/2015 | SOUTHERN CO | SO | 5,504 | 3 | 258,000 | 12,000 | $46.88 |
09/30/2015 | SOUTHERN CO | SO | 5,501 | 3 | 246,000 | 16,000 | $44.72 |
06/30/2015 | SOUTHERN CO | SO | 5,498 | 3 | 230,000 | -13,000 | $41.83 |
03/31/2015 | SOUTHERN CO | SO | 5,495 | 3 | 243,000 | -27,000 | $44.22 |
12/31/2014 | SOUTHERN CO | SO | 5,492 | 1 | 270,000 | 30,000 | $49.16 |
09/30/2014 | SOUTHERN CO | SO | 5,491 | 3 | 240,000 | -9,000 | $43.71 |
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