MODERA WEALTH MANAGEMENT, LLC – The Southern Company Transaction History
MODERA WEALTH MANAGEMENT, LLC portfolio value:
$374,000
portfolio value
MODERA 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 | -8.96% | -541 shares | -57K | $68 | 5.49K |
| Q2 2022 | share | Increase | +23.04% | 1.13K shares | 75K | $71.31 | 6.03K |
| Q1 2022 | share | Increase | +19.27% | 793 shares | 74K | $72.51 | 4.90K |
| Q4 2021 | share | Increase | +1.06% | 43 shares | 30K | $68.36 | 4.11K |
| Q3 2021 | share | Increase | +11.44% | 418 shares | 31K | $61.32 | 4.07K |
| Q2 2021 | share | Increase | +0.11% | 4 shares | -5K | $59.27 | 3.65K |
| Q1 2021 | share | Decrease | -1.93% | -72 shares | -2K | $60.28 | 3.65K |
| Q4 2020 | share | Increase | 0.00% | 3.72K shares | 228K | $58.94 | 3.72K |
| Q1 2020 | share | Decrease | -100.00% | -3.13K shares | -200K | $50.22 | 0 |
| Q4 2019 | share | Decrease | -3.87% | -126 shares | -1K | $58.56 | 3.13K |
| Q3 2019 | share | Increase | 0.00% | 3.25K shares | 201K | $56.22 | 3.25K |
| Q2 2016 | share | Decrease | -100.00% | -8.16K shares | -422K | $41.77 | 0 |
| Q1 2016 | share | Increase | +0.42% | 34 shares | 42K | $39.85 | 8.16K |