PINNACLE WEALTH PLANNING SERVICES, INC. – The Southern Company Transaction History
PINNACLE WEALTH PLANNING SERVICES, INC. portfolio value:
$553,000
portfolio value
PINNACLE WEALTH PLANNING SERVICES, INC. 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 | +2.56% | 203 shares | -13K | $68 | 8.13K |
| Q2 2022 | share | Increase | +1.08% | 85 shares | -3K | $71.31 | 7.93K |
| Q1 2022 | share | Increase | +16.26% | 1.09K shares | 106K | $72.51 | 7.84K |
| Q4 2021 | share | Increase | +1.44% | 96 shares | 51K | $68.36 | 6.75K |
| Q3 2021 | share | Increase | +12.04% | 715 shares | 52K | $61.32 | 6.65K |
| Q2 2021 | share | Increase | +0.32% | 19 shares | -8K | $59.27 | 5.94K |
| Q1 2021 | share | Increase | +8.03% | 440 shares | 31K | $60.28 | 5.92K |
| Q4 2020 | share | Increase | +6.84% | 351 shares | 59K | $58.94 | 5.48K |
| Q3 2020 | share | Increase | +13.95% | 628 shares | 45K | $51.51 | 5.13K |
| Q2 2020 | share | Decrease | -30.51% | -1.97K shares | -117K | $48.68 | 4.50K |
| Q1 2020 | share | Increase | +24.55% | 1.27K shares | 19K | $50.22 | 6.47K |
| Q4 2019 | share | Increase | +16.01% | 718 shares | 55K | $58.56 | 5.20K |
| Q3 2019 | share | Increase | 0.00% | 4.48K shares | 276K | $56.22 | 4.48K |