TRUEWEALTH ADVISORS, LLC – The Southern Company Transaction History
TRUEWEALTH ADVISORS, LLC portfolio value:
$1.09M
portfolio value
TRUEWEALTH 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 | Decrease | -2.27% | -374 shares | -80K | $68 | 16.11K |
| Q2 2022 | share | Increase | +31.70% | 3.96K shares | 317K | $71.31 | 16.48K |
| Q1 2022 | share | Increase | +16.52% | 2.06K shares | 208K | $72.51 | 14.58K |
| Q4 2021 | share | Increase | +39.72% | 3.55K shares | 304K | $68.36 | 12.51K |
| Q3 2021 | share | Increase | +0.34% | 30 shares | 15K | $61.32 | 8.96K |
| Q2 2021 | share | Increase | +10.99% | 884 shares | 8K | $59.27 | 8.93K |
| Q1 2021 | share | Increase | +22.86% | 1.49K shares | 131K | $60.28 | 8.04K |
| Q4 2020 | share | Increase | 0.00% | 6.54K shares | 401K | $58.94 | 6.54K |