VALEO FINANCIAL ADVISORS, LLC – The Southern Company Transaction History
VALEO FINANCIAL ADVISORS, LLC portfolio value:
$648,000
portfolio value
VALEO FINANCIAL 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 | +0.28% | 27 shares | -29K | $68 | 9.52K |
| Q2 2022 | share | Decrease | -1.88% | -182 shares | -25K | $71.31 | 9.49K |
| Q1 2022 | share | Increase | +44.74% | 2.99K shares | 243K | $72.51 | 9.67K |
| Q4 2021 | share | Decrease | -20.85% | -1.76K shares | -64K | $68.36 | 6.68K |
| Q3 2021 | share | Increase | +0.44% | 37 shares | 14K | $61.32 | 8.44K |
| Q2 2021 | share | Increase | +12.19% | 914 shares | 43K | $59.27 | 8.41K |
| Q1 2021 | share | Decrease | -5.14% | -406 shares | -19K | $60.28 | 7.49K |
| Q4 2020 | share | Increase | +0.34% | 27 shares | 58K | $58.94 | 7.90K |
| Q3 2020 | share | Decrease | -4.13% | -339 shares | 1K | $51.51 | 7.87K |
| Q2 2020 | share | Increase | +6.51% | 502 shares | -39K | $48.68 | 8.21K |
| Q1 2020 | share | Decrease | -9.91% | -848 shares | -80K | $50.22 | 7.71K |
| Q4 2019 | share | Decrease | -9.30% | -878 shares | -38K | $58.56 | 8.56K |
| Q3 2019 | share | Decrease | -16.91% | -1.92K shares | -45K | $56.22 | 9.43K |
| Q2 2019 | share | Decrease | -28.65% | -4.56K shares | -195K | $49.78 | 11.35K |
| Q1 2019 | share | Increase | +5.84% | 878 shares | 162K | $46.01 | 15.91K |
| Q4 2018 | share | Increase | +3.06% | 446 shares | 4K | $38.62 | 15.04K |
| Q3 2018 | share | Increase | +1.46% | 210 shares | -10K | $37.85 | 14.59K |
| Q2 2018 | share | Increase | +30.20% | 3.33K shares | 174K | $39.7 | 14.38K |
| Q1 2018 | share | Increase | +39.27% | 3.11K shares | 111K | $37.76 | 11.04K |
| Q4 2017 | share | Decrease | -7.78% | -669 shares | -41K | $40.13 | 7.93K |
| Q3 2017 | share | Increase | 0.00% | 8.60K shares | 423K | $40.54 | 8.60K |