MCKINLEY CARTER WEALTH SERVICES, INC. – The Southern Company Transaction History
MCKINLEY CARTER WEALTH SERVICES, INC. portfolio value:
$688,000
portfolio value
MCKINLEY CARTER WEALTH SERVICES, INC. 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 | -18.65% | -2.31K shares | -198K | $68 | 10.11K |
| Q2 2022 | share | Decrease | -1.27% | -160 shares | -27K | $71.31 | 12.42K |
| Q1 2022 | share | Decrease | -50.00% | -12.58K shares | -814K | $72.51 | 12.58K |
| Q4 2021 | share | Decrease | -3.08% | -801 shares | 117K | $68.36 | 25.17K |
| Q3 2021 | share | Increase | +4.32% | 1.07K shares | 103K | $61.32 | 25.97K |
| Q2 2021 | share | Increase | +0.37% | 92 shares | -35K | $59.27 | 24.90K |
| Q1 2021 | share | Increase | +17.92% | 3.77K shares | 250K | $60.28 | 24.81K |
| Q4 2020 | share | Increase | +15.24% | 2.78K shares | 302K | $58.94 | 21.03K |
| Q3 2020 | share | Increase | +7.85% | 1.32K shares | 112K | $51.51 | 18.25K |
| Q2 2020 | share | Decrease | -0.98% | -168 shares | -48K | $48.68 | 16.92K |
| Q1 2020 | share | Increase | +11.01% | 1.69K shares | -55K | $50.22 | 17.09K |
| Q4 2019 | share | Increase | +5.36% | 783 shares | 78K | $58.56 | 15.4K |
| Q3 2019 | share | Increase | +1.62% | 233 shares | 108K | $56.22 | 14.61K |
| Q2 2019 | share | Increase | +0.13% | 19 shares | 53K | $49.78 | 14.38K |
| Q1 2019 | share | Increase | +20.19% | 2.41K shares | 217K | $46.01 | 14.36K |
| Q4 2018 | share | Increase | +33.38% | 2.99K shares | 134K | $38.62 | 11.95K |
| Q3 2018 | share | Increase | +1.84% | 162 shares | -16K | $37.85 | 8.96K |
| Q2 2018 | share | Increase | +78.12% | 3.85K shares | 186K | $39.7 | 8.79K |
| Q1 2018 | share | Increase | 0.00% | 4.94K shares | 221K | $37.76 | 4.94K |