MARCUM WEALTH, LLC – The Southern Company Transaction History
MARCUM WEALTH, LLC portfolio value:
$411,000
portfolio value
MARCUM 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 | Decrease | -8.63% | -571 shares | -61K | $68 | 6.04K |
| Q2 2022 | share | Decrease | -3.63% | -249 shares | -26K | $71.31 | 6.61K |
| Q1 2022 | share | Increase | +24.70% | 1.36K shares | 120K | $72.51 | 6.86K |
| Q4 2021 | share | Decrease | -3.84% | -220 shares | 23K | $68.36 | 5.50K |
| Q3 2021 | share | Increase | +6.71% | 360 shares | 30K | $61.32 | 5.72K |
| Q2 2021 | share | Increase | +1.59% | 84 shares | -3K | $59.27 | 5.36K |
| Q1 2021 | share | Increase | 0.00% | 5.28K shares | 328K | $60.28 | 5.28K |
| Q3 2020 | share | Decrease | -100.00% | -4.14K shares | -215K | $51.51 | 0 |
| Q2 2020 | share | Increase | 0.00% | 4.14K shares | 215K | $48.68 | 4.14K |