KEUDELL/MORRISON WEALTH MANAGEMENT – The Southern Company Transaction History
KEUDELL/MORRISON WEALTH MANAGEMENT portfolio value:
$955,000
portfolio value
KEUDELL/MORRISON WEALTH MANAGEMENT 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 | -21.75% | -3.90K shares | -325K | $68 | 14.04K |
| Q2 2022 | share | Decrease | -3.61% | -673 shares | -70K | $71.31 | 17.95K |
| Q1 2022 | share | Decrease | -0.25% | -46 shares | 70K | $72.51 | 18.62K |
| Q4 2021 | share | Decrease | -0.66% | -124 shares | 115K | $68.36 | 18.67K |
| Q3 2021 | share | Increase | +1.21% | 225 shares | 41K | $61.32 | 18.79K |
| Q2 2021 | share | Decrease | -1.59% | -300 shares | -49K | $59.27 | 18.56K |
| Q1 2021 | share | Increase | +1.21% | 226 shares | 28K | $60.28 | 18.86K |
| Q4 2020 | share | Decrease | -0.58% | -108 shares | 128K | $58.94 | 18.64K |
| Q3 2020 | share | Increase | +46.79% | 5.97K shares | 355K | $51.51 | 18.75K |
| Q2 2020 | share | Increase | +14.95% | 1.66K shares | 60K | $48.68 | 12.77K |
| Q1 2020 | share | Decrease | -6.82% | -813 shares | -158K | $50.22 | 11.11K |
| Q4 2019 | share | Decrease | -6.80% | -870 shares | -30K | $58.56 | 11.92K |
| Q3 2019 | share | Decrease | -9.97% | -1.41K shares | -27K | $56.22 | 12.79K |
| Q2 2019 | share | Decrease | -8.07% | -1.24K shares | 18K | $49.78 | 14.21K |
| Q1 2019 | share | Increase | 0.00% | 15.46K shares | 799K | $46.01 | 15.46K |