WEALTHSPIRE ADVISORS, LLC – The Southern Company Transaction History
WEALTHSPIRE ADVISORS, LLC portfolio value:
$1.56M
portfolio value
WEALTHSPIRE 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 | Increase | +1.19% | 270 shares | -57K | $68 | 23.04K |
| Q2 2022 | share | Increase | +19.02% | 3.64K shares | 237K | $71.31 | 22.77K |
| Q1 2022 | share | Increase | +10.46% | 1.81K shares | 199K | $72.51 | 19.13K |
| Q4 2021 | share | Increase | +1.44% | 246 shares | 130K | $68.36 | 17.32K |
| Q3 2021 | share | Increase | +248.01% | 12.17K shares | 761K | $61.32 | 17.07K |
| Q2 2021 | share | Decrease | -83.59% | -24.99K shares | -1.56M | $59.27 | 4.90K |
| Q1 2021 | share | Increase | +21.92% | 5.37K shares | 352K | $60.28 | 29.90K |
| Q4 2020 | share | Increase | 0.00% | 24.52K shares | 1.50M | $58.94 | 24.52K |
| Q3 2020 | share | Decrease | -11.66% | -812 shares | -28K | $51.51 | 6.15K |
| Q2 2020 | share | Decrease | -57.54% | -9.43K shares | -527K | $48.68 | 6.96K |
| Q1 2020 | share | Increase | +288.97% | 12.18K shares | 620K | $50.22 | 16.39K |
| Q4 2019 | share | Increase | 0.00% | 4.21K shares | 268K | $58.56 | 4.21K |
| Q1 2019 | share | Decrease | -100.00% | -573 shares | -25K | $46.01 | 0 |
| Q4 2018 | share | Increase | 0.00% | 573 shares | 25K | $38.62 | 573 |