OPTIMUM INVESTMENT ADVISORS – The Southern Company Transaction History
OPTIMUM INVESTMENT ADVISORS portfolio value:
$533,000
portfolio value
OPTIMUM INVESTMENT ADVISORS quarter portfolio value change:
-4.64%
quarter
The Southern Company 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.15% | 89 shares | -19K | $68 | 7.83K |
| Q2 2022 | share | 0.00% | 0 shares | -10K | $71.31 | 7.74K | |
| Q1 2022 | share | Decrease | -1.27% | -100 shares | 24K | $72.51 | 7.74K |
| Q4 2021 | share | Decrease | -9.46% | -820 shares | 1K | $68.36 | 7.84K |
| Q3 2021 | share | Decrease | -15.47% | -1.58K shares | -83K | $61.32 | 8.66K |
| Q2 2021 | share | Decrease | -8.95% | -1.00K shares | -80K | $59.27 | 10.25K |
| Q1 2021 | share | Decrease | -33.69% | -5.72K shares | -343K | $60.28 | 11.26K |
| Q4 2020 | share | Decrease | -1.79% | -310 shares | 105K | $58.94 | 16.98K |
| Q3 2020 | share | Decrease | -3.92% | -705 shares | 5K | $51.51 | 17.29K |
| Q2 2020 | share | Decrease | -10.31% | -2.07K shares | -153K | $48.68 | 17.99K |
| Q1 2020 | share | Decrease | -17.98% | -4.4K shares | -473K | $50.22 | 20.06K |
| Q4 2019 | share | Decrease | -3.17% | -800 shares | -2K | $58.56 | 24.46K |
| Q3 2019 | share | Increase | +1.47% | 367 shares | 184K | $56.22 | 25.26K |
| Q2 2019 | share | Increase | +24.71% | 4.93K shares | 345K | $49.78 | 24.90K |
| Q1 2019 | share | Increase | +2.87% | 557 shares | 179K | $46.01 | 19.96K |
| Q4 2018 | share | Decrease | -1.34% | -263 shares | -5K | $38.62 | 19.41K |
| Q3 2018 | share | Decrease | -4.43% | -912 shares | -95K | $37.85 | 19.67K |
| Q2 2018 | share | Increase | +0.19% | 40 shares | 35K | $39.7 | 20.58K |
| Q1 2018 | share | Increase | +0.18% | 37 shares | -68K | $37.76 | 20.54K |
| Q4 2017 | share | Increase | +2.15% | 431 shares | -1K | $40.13 | 20.50K |
| Q3 2017 | share | Increase | +0.15% | 31 shares | 27K | $40.54 | 20.07K |
| Q2 2017 | share | Increase | +12.03% | 2.15K shares | 69K | $39.03 | 20.04K |
| Q1 2017 | share | Increase | +3.17% | 549 shares | 38K | $40.11 | 17.89K |
| Q4 2016 | share | Increase | +0.18% | 32 shares | -35K | $39.18 | 17.34K |
| Q3 2016 | share | Increase | +1.33% | 228 shares | -28K | $40.38 | 17.31K |
| Q2 2016 | share | Decrease | -17.69% | -3.67K shares | -158K | $41.77 | 17.08K |
| Q1 2016 | share | Increase | +48.98% | 6.82K shares | 422K | $39.85 | 20.75K |