CWS FINANCIAL ADVISORS, LLC – The Southern Company Transaction History
CWS FINANCIAL ADVISORS, LLC portfolio value:
$1.60M
portfolio value
CWS FINANCIAL ADVISORS, 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 | +0.05% | 12 shares | -77K | $68 | 23.58K |
| Q2 2022 | share | Decrease | -3.08% | -750 shares | -83K | $71.31 | 23.57K |
| Q1 2022 | share | Increase | +4.85% | 1.12K shares | 173K | $72.51 | 24.32K |
| Q4 2021 | share | Increase | +0.32% | 75 shares | 192K | $68.36 | 23.19K |
| Q2 2021 | share | Increase | +1.36% | 310 shares | -19K | $59.27 | 23.12K |
| Q1 2021 | share | Increase | +0.83% | 188 shares | 28K | $60.28 | 22.81K |
| Q4 2020 | share | Increase | +0.32% | 73 shares | 167K | $58.94 | 22.62K |
| Q3 2020 | share | Decrease | -8.24% | -2.02K shares | -51K | $51.51 | 22.55K |
| Q2 2020 | share | Increase | +16.55% | 3.48K shares | -69K | $48.68 | 24.57K |
| Q1 2020 | share | 0.00% | 0 shares | 0 | $50.22 | 21.08K | |
| Q4 2019 | share | Increase | 0.00% | 21.08K shares | 1.34M | $58.56 | 21.08K |