EVERCORE WEALTH MANAGEMENT, LLC – The Southern Company Transaction History
EVERCORE WEALTH MANAGEMENT, LLC portfolio value:
$1.15M
portfolio value
EVERCORE WEALTH MANAGEMENT, LLC 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 | Decrease | -3.24% | -569 shares | -97K | $68 | 17.01K |
| Q2 2022 | share | Decrease | -2.77% | -500 shares | -57K | $71.31 | 17.58K |
| Q1 2022 | share | Decrease | -4.51% | -855 shares | 12K | $72.51 | 18.08K |
| Q4 2021 | share | Decrease | -0.03% | -5 shares | 125K | $68.36 | 18.93K |
| Q3 2021 | share | Decrease | -0.11% | -20 shares | 27K | $61.32 | 18.94K |
| Q2 2021 | share | Decrease | -17.30% | -3.96K shares | -278K | $59.27 | 18.96K |
| Q1 2021 | share | Decrease | -1.12% | -260 shares | 0 | $60.28 | 22.93K |
| Q4 2020 | share | Increase | +1.46% | 334 shares | 185K | $58.94 | 23.19K |
| Q3 2020 | share | Decrease | -7.27% | -1.79K shares | -38K | $51.51 | 22.85K |
| Q2 2020 | share | Decrease | -1.73% | -433 shares | -80K | $48.68 | 24.64K |
| Q1 2020 | share | Decrease | -0.80% | -202 shares | -253K | $50.22 | 25.08K |
| Q4 2019 | share | Decrease | -9.90% | -2.77K shares | -122K | $58.56 | 25.28K |
| Q3 2019 | share | Decrease | -3.22% | -933 shares | 130K | $56.22 | 28.06K |
| Q2 2019 | share | Increase | +37.83% | 7.95K shares | 516K | $49.78 | 28.99K |
| Q1 2019 | share | Decrease | -3.80% | -832 shares | 126K | $46.01 | 21.03K |
| Q4 2018 | share | Decrease | -7.69% | -1.82K shares | -72K | $38.62 | 21.86K |
| Q3 2018 | share | Increase | +5.20% | 1.17K shares | -10K | $37.85 | 23.69K |
| Q2 2018 | share | Increase | +87.93% | 10.53K shares | 508K | $39.7 | 22.52K |
| Q1 2018 | share | Decrease | -4.84% | -610 shares | -71K | $37.76 | 11.98K |
| Q4 2017 | share | Increase | +6.33% | 750 shares | 24K | $40.13 | 12.59K |
| Q3 2017 | share | Decrease | -6.51% | -825 shares | -25K | $40.54 | 11.84K |
| Q2 2017 | share | Decrease | -32.36% | -6.06K shares | -325K | $39.03 | 12.66K |
| Q1 2017 | share | Decrease | -2.00% | -382 shares | -8K | $40.11 | 18.72K |
| Q4 2016 | share | Increase | +6.59% | 1.18K shares | 20K | $39.18 | 19.11K |
| Q3 2016 | share | Increase | +4.73% | 810 shares | 2K | $40.38 | 17.92K |
| Q2 2016 | share | Increase | +4.72% | 772 shares | 73K | $41.77 | 17.11K |
| Q1 2016 | share | Increase | +35.42% | 4.27K shares | 280K | $39.85 | 16.34K |