XCEL WEALTH MANAGEMENT, LLC – The Southern Company Transaction History
XCEL WEALTH MANAGEMENT, LLC portfolio value:
$403,000
portfolio value
XCEL WEALTH MANAGEMENT, 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 | -2.87% | -175 shares | -32K | $68 | 5.92K |
| Q2 2022 | share | Increase | +3.00% | 178 shares | 5K | $71.31 | 6.10K |
| Q1 2022 | share | Increase | +2.60% | 150 shares | 34K | $72.51 | 5.92K |
| Q4 2021 | share | Increase | +4.58% | 253 shares | 54K | $68.36 | 5.77K |
| Q3 2021 | share | Increase | +9.76% | 491 shares | 38K | $61.32 | 5.52K |
| Q2 2021 | share | Increase | +0.68% | 34 shares | -7K | $59.27 | 5.03K |
| Q1 2021 | share | Increase | +10.73% | 484 shares | 34K | $60.28 | 4.99K |
| Q4 2020 | share | Increase | +0.29% | 13 shares | 34K | $58.94 | 4.51K |
| Q3 2020 | share | Increase | +13.87% | 548 shares | 39K | $51.51 | 4.49K |
| Q2 2020 | share | Increase | +1.83% | 71 shares | -6K | $48.68 | 3.95K |
| Q1 2020 | share | Decrease | -12.81% | -570 shares | -73K | $50.22 | 3.88K |
| Q4 2019 | share | Increase | +0.25% | 11 shares | 9K | $58.56 | 4.45K |
| Q3 2019 | share | Decrease | -40.24% | -2.98K shares | -136K | $56.22 | 4.43K |
| Q2 2019 | share | Increase | +0.15% | 11 shares | 27K | $49.78 | 7.42K |
| Q1 2019 | share | Decrease | -28.11% | -2.9K shares | -70K | $46.01 | 7.41K |
| Q4 2018 | share | Increase | 0.00% | 10.31K shares | 453K | $38.62 | 10.31K |