MARIETTA WEALTH MANAGEMENT, LLC – The Southern Company Transaction History
MARIETTA WEALTH MANAGEMENT, LLC portfolio value:
$469,000
portfolio value
MARIETTA 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 | 0.00% | 0 shares | -22K | $68 | 6.89K | |
| Q2 2022 | share | 0.00% | 0 shares | -9K | $71.31 | 6.89K | |
| Q1 2022 | share | 0.00% | 0 shares | 27K | $72.51 | 6.89K | |
| Q4 2021 | share | Decrease | -5.02% | -364 shares | 23K | $68.36 | 6.89K |
| Q3 2021 | share | Decrease | -8.80% | -700 shares | -31K | $61.32 | 7.25K |
| Q2 2021 | share | Increase | +9.59% | 696 shares | 30K | $59.27 | 7.95K |
| Q1 2021 | share | Increase | +0.06% | 4 shares | 5K | $60.28 | 7.26K |
| Q4 2020 | share | Decrease | -30.70% | -3.21K shares | -122K | $58.94 | 7.25K |
| Q3 2020 | share | 0.00% | 0 shares | 25K | $51.51 | 10.47K | |
| Q2 2020 | share | Decrease | -6.09% | -679 shares | -61K | $48.68 | 10.47K |
| Q1 2020 | share | Increase | +11.14% | 1.11K shares | -35K | $50.22 | 11.15K |
| Q4 2019 | share | 0.00% | 0 shares | 19K | $58.56 | 10.03K | |
| Q3 2019 | share | Decrease | -3.20% | -332 shares | 47K | $56.22 | 10.03K |
| Q2 2019 | share | Decrease | -10.44% | -1.20K shares | -25K | $49.78 | 10.36K |
| Q1 2019 | share | Decrease | -69.81% | -26.75K shares | -1.08M | $46.01 | 11.57K |
| Q4 2018 | share | Decrease | -19.73% | -9.42K shares | -399K | $38.62 | 38.33K |
| Q3 2018 | share | Increase | +2.88% | 1.33K shares | -68K | $37.85 | 47.75K |
| Q2 2018 | share | Increase | +3.04% | 1.37K shares | 138K | $39.7 | 46.41K |
| Q1 2018 | share | Increase | +8.44% | 3.50K shares | 14K | $37.76 | 45.04K |
| Q4 2017 | share | Decrease | -2.25% | -956 shares | -90K | $40.13 | 41.54K |
| Q3 2017 | share | Increase | +3.57% | 1.46K shares | 123K | $40.54 | 42.49K |
| Q2 2017 | share | Increase | +6.01% | 2.32K shares | 38K | $39.03 | 41.03K |
| Q1 2017 | share | Increase | +26.41% | 8.08K shares | 421K | $40.11 | 38.70K |
| Q4 2016 | share | Increase | 0.00% | 30.62K shares | 1.50M | $39.18 | 30.62K |