OCTAVIA WEALTH ADVISORS, LLC – The Southern Company Transaction History
OCTAVIA WEALTH ADVISORS, LLC portfolio value:
$210,000
portfolio value
OCTAVIA WEALTH 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 | +5.04% | 148 shares | 1K | $68 | 3.08K |
| Q2 2022 | share | Decrease | -20.51% | -757 shares | -59K | $71.31 | 2.93K |
| Q1 2022 | share | Increase | +1.23% | 45 shares | 18K | $72.51 | 3.69K |
| Q4 2021 | share | Increase | +6.05% | 208 shares | 38K | $68.36 | 3.64K |
| Q3 2021 | share | Increase | 0.00% | 3.43K shares | 212K | $61.32 | 3.43K |
| Q2 2021 | share | Decrease | -100.00% | -3.70K shares | -230K | $59.27 | 0 |
| Q1 2021 | share | Increase | +2.18% | 79 shares | 7K | $60.28 | 3.70K |
| Q4 2020 | share | Increase | 0.00% | 3.62K shares | 223K | $58.94 | 3.62K |