GOALVEST ADVISORY LLC – The Southern Company Transaction History
GOALVEST ADVISORY LLC portfolio value:
$878,000
portfolio value
GOALVEST ADVISORY 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 | +10.28% | 1.20K shares | 49K | $68 | 12.91K |
| Q2 2022 | share | Increase | +23.95% | 2.26K shares | 144K | $71.31 | 11.71K |
| Q1 2022 | share | Increase | +7.31% | 644 shares | 152K | $72.51 | 9.44K |
| Q2 2021 | share | Decrease | -20.00% | -2.20K shares | -151K | $59.27 | 8.80K |
| Q1 2021 | share | Decrease | -39.53% | -7.19K shares | -434K | $60.28 | 11.00K |
| Q4 2020 | share | Increase | 0.00% | 18.2K shares | 1.11M | $58.94 | 18.2K |