SUMMIT FINANCIAL WEALTH ADVISORS, LLC – The Southern Company Transaction History
SUMMIT FINANCIAL WEALTH ADVISORS, LLC portfolio value:
$349,000
portfolio value
SUMMIT FINANCIAL WEALTH ADVISORS, 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 | -0.93% | -50 shares | -44K | $68 | 5.35K |
| Q2 2022 | share | Increase | +3.85% | 200 shares | 16K | $71.31 | 5.4K |
| Q1 2022 | share | 0.00% | 0 shares | 23K | $72.51 | 5.2K | |
| Q4 2021 | share | 0.00% | 0 shares | 32K | $68.36 | 5.2K | |
| Q3 2021 | share | 0.00% | 0 shares | 7K | $61.32 | 5.2K | |
| Q2 2021 | share | Decrease | -1.89% | -100 shares | -11K | $59.27 | 5.2K |
| Q1 2021 | share | 0.00% | 0 shares | 39K | $60.28 | 5.3K | |
| Q4 2020 | share | Decrease | -5.36% | -300 shares | -43K | $58.94 | 5.3K |
| Q3 2020 | share | 0.00% | 0 shares | 33K | $51.51 | 5.6K | |
| Q2 2020 | share | 0.00% | 0 shares | -13K | $48.68 | 5.6K | |
| Q1 2020 | share | 0.00% | 0 shares | -81K | $50.22 | 5.6K | |
| Q4 2019 | share | Decrease | -15.46% | -1.02K shares | -17K | $58.56 | 5.6K |
| Q3 2019 | share | 0.00% | 0 shares | 42K | $56.22 | 6.62K | |
| Q2 2019 | share | 0.00% | 0 shares | 25K | $49.78 | 6.62K | |
| Q1 2019 | share | 0.00% | 0 shares | 50K | $46.01 | 6.62K | |
| Q4 2018 | share | Decrease | -9.20% | -671 shares | -31K | $38.62 | 6.62K |
| Q3 2018 | share | Increase | +55.18% | 2.59K shares | 112K | $37.85 | 7.29K |
| Q2 2018 | share | 0.00% | 0 shares | 0 | $39.7 | 4.70K | |
| Q1 2018 | share | Decrease | -5.68% | -283 shares | -30K | $37.76 | 4.70K |
| Q4 2017 | share | Decrease | -0.34% | -17 shares | -6K | $40.13 | 4.98K |
| Q3 2017 | share | Decrease | -66.97% | -10.14K shares | -479K | $40.54 | 5.00K |
| Q2 2017 | share | Decrease | -1.46% | -225 shares | -40K | $39.03 | 15.14K |
| Q1 2017 | share | Decrease | -37.83% | -9.35K shares | -451K | $40.11 | 15.36K |
| Q4 2016 | share | Increase | +1.31% | 320 shares | -36K | $39.18 | 24.71K |
| Q3 2016 | share | Decrease | -35.61% | -13.49K shares | -780K | $40.38 | 24.39K |
| Q2 2016 | share | Decrease | -1.69% | -650 shares | 38K | $41.77 | 37.89K |
| Q1 2016 | share | Increase | +0.84% | 320 shares | 206K | $39.85 | 38.54K |