Summit Financial Wealth Advisors, LLC: SO [Rocket]

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Summit Financial Wealth Advisors, LLC > SO

Date	Name	Ticker	Shares	Change	Value	Change	Price
06/30/2023	SOUTHERN CO	SO	5,350	-50	375,838,000	375,445,000	$70,250.09
06/30/2022	SOUTHERN CO	SO	5,400	200	393,000	16,000	$72.78
03/31/2022	SOUTHERN CO	SO	5,200	0	377,000	23,000	$72.50
12/31/2021	SOUTHERN CO	SO	5,200	0	354,000	32,000	$68.08
09/30/2021	SOUTHERN CO	SO	5,200	-100	322,000	-4,000	$61.92
03/31/2021	SOUTHERN CO	SO	5,300	0	326,000	39,000	$61.51
12/31/2020	SOUTHERN CO	SO	5,300	-300	287,000	-43,000	$54.15
09/30/2020	SOUTHERN CO	SO	5,600	0	330,000	33,000	$58.93
06/30/2020	SOUTHERN CO	SO	5,600	0	297,000	-13,000	$53.04
03/31/2020	SOUTHERN CO	SO	5,600	0	310,000	-81,000	$55.36
12/31/2019	SOUTHERN CO	SO	5,600	-1,024	391,000	-17,000	$69.82
09/30/2019	SOUTHERN CO	SO	6,624	0	408,000	42,000	$61.59
06/30/2019	SOUTHERN CO	SO	6,624	0	366,000	25,000	$55.25
03/31/2019	SOUTHERN CO	SO	6,624	0	341,000	50,000	$51.48
12/31/2018	SOUTHERN CO	SO	6,624	-671	291,000	-31,000	$43.93
09/30/2018	SOUTHERN CO	SO	7,295	2,594	322,000	112,000	$44.14
06/30/2018	SOUTHERN CO	SO	4,701	0	210,000	0	$44.67
03/31/2018	SOUTHERN CO	SO	4,701	-283	210,000	-30,000	$44.67
12/31/2017	SOUTHERN CO	SO	4,984	-17	240,000	-6,000	$48.15
09/30/2017	SOUTHERN CO	SO	5,001	-10,140	246,000	-479,000	$49.19
06/30/2017	SOUTHERN CO	SO	15,141	-225	725,000	-40,000	$47.88
03/31/2017	SOUTHERN CO	SO	15,366	-9,352	765,000	-451,000	$49.79
12/31/2016	SOUTHERN CO	SO	24,718	320	1,216,000	-36,000	$49.19
09/30/2016	SOUTHERN CO	SO	24,398	24,398	1,252,000	1,252,000	$51.32
06/30/2016	SOUTHERN CO	SO	0	-38,540	0	-1,994,000
03/31/2016	SOUTHERN CO	SO	38,540	320	1,994,000	206,000	$51.74
12/31/2015	SOUTHERN CO	SO	38,220	2,452	1,788,000	190,000	$46.78
09/30/2015	SOUTHERN CO	SO	35,768	-50	1,598,000	98,000	$44.68
06/30/2015	SOUTHERN CO	SO	35,818	-1,995	1,500,000	-140,000	$41.88
03/31/2015	SOUTHERN CO	SO	37,813	-5,872	1,640,000	-505,000	$43.37
12/31/2014	SOUTHERN CO	SO	43,685	43,685	2,145,000	2,145,000	$49.10
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