PRINCIPLE WEALTH PARTNERS LLC – The Southern Company Transaction History
PRINCIPLE WEALTH PARTNERS LLC portfolio value:
$6.46M
portfolio value
PRINCIPLE WEALTH PARTNERS 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 | +0.13% | 122 shares | -306K | $68 | 95.07K |
| Q2 2022 | share | Decrease | -3.67% | -3.61K shares | -376K | $71.31 | 94.94K |
| Q1 2022 | share | Decrease | -1.50% | -1.50K shares | 284K | $72.51 | 98.56K |
| Q4 2021 | share | Increase | +0.26% | 258 shares | 678K | $68.36 | 100.06K |
| Q3 2021 | share | Increase | +1.15% | 1.13K shares | 214K | $61.32 | 99.81K |
| Q2 2021 | share | Increase | +1.81% | 1.75K shares | -54K | $59.27 | 98.67K |
| Q1 2021 | share | Increase | +6.63% | 6.02K shares | 441K | $60.28 | 96.92K |
| Q4 2020 | share | Increase | +698.99% | 79.52K shares | 4.96M | $58.94 | 90.90K |
| Q3 2020 | share | Decrease | -1.13% | -130 shares | 20K | $51.51 | 11.37K |
| Q2 2020 | share | 0.00% | 0 shares | -26K | $48.68 | 11.50K | |
| Q1 2020 | share | Increase | +9.83% | 1.03K shares | -44K | $50.22 | 11.50K |
| Q4 2019 | share | Decrease | -5.46% | -605 shares | -18K | $58.56 | 10.47K |
| Q3 2019 | share | Increase | +4.58% | 485 shares | 99K | $56.22 | 11.08K |
| Q2 2019 | share | Increase | +13.19% | 1.23K shares | 102K | $49.78 | 10.59K |
| Q1 2019 | share | Decrease | -3.10% | -300 shares | 60K | $46.01 | 9.36K |
| Q4 2018 | share | Increase | 0.00% | 9.66K shares | 424K | $38.62 | 9.66K |