SUGARLOAF WEALTH MANAGEMENT, LLC – The Southern Company Transaction History
SUGARLOAF WEALTH MANAGEMENT, LLC portfolio value:
$3.66M
portfolio value
SUGARLOAF 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 | Increase | +5.90% | 3.00K shares | 37K | $68 | 53.94K |
| Q2 2022 | share | Decrease | -0.23% | -115 shares | -70K | $71.31 | 50.93K |
| Q1 2022 | share | Increase | +0.01% | 4 shares | 201K | $72.51 | 51.05K |
| Q4 2021 | share | Increase | +0.10% | 52 shares | 341K | $68.36 | 51.04K |
| Q3 2021 | share | Decrease | -0.47% | -243 shares | 60K | $61.32 | 50.99K |
| Q2 2021 | share | Decrease | -0.06% | -32 shares | -74K | $59.27 | 51.23K |
| Q1 2021 | share | Increase | +0.17% | 87 shares | 30K | $60.28 | 51.27K |
| Q4 2020 | share | Increase | +0.10% | 50 shares | 372K | $58.94 | 51.18K |
| Q3 2020 | share | Decrease | -3.08% | -1.62K shares | -15K | $51.51 | 51.13K |
| Q2 2020 | share | Increase | +0.28% | 148 shares | -61K | $48.68 | 52.75K |
| Q1 2020 | share | Decrease | -5.86% | -3.27K shares | -712K | $50.22 | 52.61K |
| Q4 2019 | share | Increase | 0.00% | 55.88K shares | 3.56M | $58.56 | 55.88K |