CONCORD WEALTH PARTNERS – The Southern Company Transaction History
CONCORD WEALTH PARTNERS portfolio value:
$470,000
portfolio value
CONCORD WEALTH PARTNERS 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 | -8.65% | -655 shares | -70K | $68 | 6.91K |
| Q2 2022 | share | Increase | +0.84% | 63 shares | -4K | $71.31 | 7.56K |
| Q1 2022 | share | Increase | +0.21% | 16 shares | 30K | $72.51 | 7.50K |
| Q4 2021 | share | Increase | +11.44% | 769 shares | 98K | $68.36 | 7.48K |
| Q3 2021 | share | Decrease | -3.86% | -270 shares | -7K | $61.32 | 6.72K |
| Q2 2021 | share | Decrease | -0.26% | -18 shares | -13K | $59.27 | 6.99K |
| Q1 2021 | share | Increase | +0.26% | 18 shares | 7K | $60.28 | 7.00K |
| Q4 2020 | share | Increase | 0.00% | 6.99K shares | 429K | $58.94 | 6.99K |