HERITAGE WEALTH ADVISORS – The Southern Company Transaction History
HERITAGE WEALTH ADVISORS portfolio value:
$276,000
portfolio value
HERITAGE WEALTH 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 | 0.00% | 0 shares | -13K | $68 | 4.05K | |
| Q2 2022 | share | Increase | +17.38% | 600 shares | 39K | $71.31 | 4.05K |
| Q1 2022 | share | 0.00% | 0 shares | 13K | $72.51 | 3.45K | |
| Q4 2021 | share | Decrease | -5.48% | -200 shares | 10.42K | $68.36 | 3.45K |
| Q3 2021 | share | 0.00% | 0 shares | 5.33K | $61.32 | 3.65K | |
| Q2 2021 | share | Increase | +2.27% | 81 shares | -990 | $59.27 | 3.65K |
| Q1 2021 | share | Decrease | -8.41% | -328 shares | -18.02K | $60.28 | 3.57K |
| Q4 2020 | share | Increase | +7.56% | 274 shares | 43.45K | $58.94 | 3.89K |
| Q3 2020 | share | 0.00% | 0 shares | 8.59K | $51.51 | 3.62K | |
| Q2 2020 | share | 0.00% | 0 shares | -8.30K | $48.68 | 3.62K | |
| Q1 2020 | share | Decrease | -40.44% | -2.46K shares | -191.42K | $50.22 | 3.62K |
| Q4 2019 | share | Increase | +10.65% | 586 shares | 48.67K | $58.56 | 6.08K |
| Q3 2019 | share | 0.00% | 0 shares | 34.96K | $56.22 | 5.5K | |
| Q2 2019 | share | 0.00% | 0 shares | 19.8K | $49.78 | 5.5K | |
| Q1 2019 | share | Increase | +57.14% | 2K shares | 131.24K | $46.01 | 5.5K |
| Q4 2018 | share | 0.00% | 0 shares | 1K | $38.62 | 3.5K | |
| Q3 2018 | share | Increase | 0.00% | 3.5K shares | 152K | $37.85 | 3.5K |