TRUE PRIVATE WEALTH ADVISORS – The Southern Company Transaction History
TRUE PRIVATE WEALTH ADVISORS portfolio value:
$270,000
portfolio value
TRUE PRIVATE 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 | Decrease | -0.82% | -33 shares | -16K | $68 | 3.98K |
| Q2 2022 | share | 0.00% | 0 shares | -13K | $71.31 | 4.01K | |
| Q1 2022 | share | Decrease | -2.00% | -82 shares | 19K | $72.51 | 4.01K |
| Q4 2021 | share | Increase | +17.03% | 596 shares | 64K | $68.36 | 4.09K |
| Q3 2021 | share | 0.00% | 0 shares | 5K | $61.32 | 3.5K | |
| Q2 2021 | share | Decrease | -14.63% | -600 shares | -44K | $59.27 | 3.5K |
| Q1 2021 | share | Increase | +17.14% | 600 shares | 40K | $60.28 | 4.1K |
| Q4 2020 | share | 0.00% | 0 shares | 26K | $58.94 | 3.5K | |
| Q3 2020 | share | 0.00% | 0 shares | 8K | $51.51 | 3.5K | |
| Q2 2020 | share | 0.00% | 0 shares | -8K | $48.68 | 3.5K | |
| Q1 2020 | share | 0.00% | 0 shares | -33K | $50.22 | 3.5K | |
| Q4 2019 | share | 0.00% | 0 shares | 6K | $58.56 | 3.5K | |
| Q3 2019 | share | 0.00% | 0 shares | 23K | $56.22 | 3.5K | |
| Q2 2019 | share | Increase | 0.00% | 3.5K shares | 193K | $49.78 | 3.5K |
| Q4 2018 | share | Decrease | -100.00% | -1.35K shares | -59.12K | $38.62 | 0 |
| Q3 2018 | share | Increase | 0.00% | 1.35K shares | 59.12K | $37.85 | 1.35K |