BOGART WEALTH, LLC The Southern Company Transaction History

BOGART WEALTH, LLC portfolio value:

$118,000
portfolio value

BOGART WEALTH, 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 +9.57% 152 shares 5K $68 1.74K
Q2 2022 share 0.00% 0 shares -2K $71.31 1.58K
Q1 2022 share 0.00% 0 shares 6K $72.51 1.58K
Q4 2021 share 0.00% 0 shares 11K $68.36 1.58K
Q3 2021 share 0.00% 0 shares 2K $61.32 1.58K
Q2 2021 share 0.00% 0 shares -3K $59.27 1.58K
Q1 2021 share 0.00% 0 shares 2K $60.28 1.58K
Q4 2020 share 0.00% 0 shares 11K $58.94 1.58K
Q3 2020 share Decrease -4.51% -75 shares 0 $51.51 1.58K
Q2 2020 share 0.00% 0 shares -4K $48.68 1.66K
Q1 2020 share Increase +0.24% 4 shares -16K $50.22 1.66K
Q4 2019 share 0.00% 0 shares 3K $58.56 1.66K
Q3 2019 share Decrease -1.66% -28 shares 10K $56.22 1.66K
Q2 2019 share 0.00% 0 shares 6K $49.78 1.68K
Q1 2019 share 0.00% 0 shares 13K $46.01 1.68K
Q4 2018 share 0.00% 0 shares 0 $38.62 1.68K
Q3 2018 share Decrease -3.98% -70 shares -7K $37.85 1.68K
Q2 2018 share 0.00% 0 shares 2K $39.7 1.75K
Q1 2018 share Decrease -34.11% -910 shares -49K $37.76 1.75K
Q4 2017 share Decrease -70.64% -6.42K shares -323K $40.13 2.66K
Q3 2017 share Decrease -6.26% -607 shares -13K $40.54 9.08K
Q2 2017 share Increase +11.19% 976 shares 30K $39.03 9.69K
Q1 2017 share Increase +27.23% 1.86K shares 97K $40.11 8.71K
Q4 2016 share Increase 0.00% 6.85K shares 337K $39.18 6.85K