ONEASCENT WEALTH MANAGEMENT LLC – The Southern Company Transaction History
ONEASCENT WEALTH MANAGEMENT LLC portfolio value:
$3.70M
portfolio value
ONEASCENT WEALTH MANAGEMENT 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 | +11.95% | 5.81K shares | 234K | $68 | 54.47K |
| Q2 2022 | share | Increase | +2.00% | 956 shares | 11K | $71.31 | 48.65K |
| Q1 2022 | share | Increase | 0.00% | 47.70K shares | 3.45M | $72.51 | 47.70K |
| Q3 2021 | share | Decrease | -100.00% | -31.96K shares | -1.98M | $61.32 | 0 |
| Q1 2021 | share | Decrease | -5.01% | -1.68K shares | -80K | $60.28 | 31.96K |
| Q4 2020 | share | Increase | 0.00% | 33.64K shares | 2.06M | $58.94 | 33.64K |