Southern Company shares owned by AllSquare Wealth Management
Quarter-by-quarter ownership of Southern Company (SO) shares owned by AllSquare Wealth Management
from 13F filings
Historical chart of AllSquare Wealth Management investment in Southern Company
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Quarterly reported holdings in Southern Company by AllSquare Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $35k | 500 | 70.12 |
| 2023-09-30 | $32k | 500 | 64.72 |
| 2023-06-30 | $35k | 500 | 69.83 |
| 2023-03-31 | $35k | 500 | 69.58 |
| 2022-12-31 | $29k | 400 | 71.41 |
| 2022-09-30 | $27k | 400 | 67.50 |
| 2022-06-30 | $29k | 400 | 72.50 |
| 2022-03-31 | $40k | 550 | 72.73 |
| 2021-12-31 | $38k | 550 | 69.09 |
| 2021-09-30 | $34k | 550 | 61.82 |
| 2021-06-30 | $45k | 750 | 60.00 |
| 2021-03-31 | $47k | 750 | 62.67 |
| 2020-12-31 | $46k | 750 | 61.33 |
| 2020-09-30 | $41k | 750 | 54.67 |
| 2020-06-30 | $39k | 750 | 52.00 |
| 2020-03-31 | $41k | 750 | 54.67 |
| 2019-12-31 | $48k | 750 | 64.00 |
| 2019-09-30 | $46k | 750 | 61.33 |
| 2019-06-30 | $50k | 900 | 55.56 |
| 2019-03-31 | $52k | 1.0k | 52.00 |
| 2018-12-31 | $48k | 1.1k | 43.64 |
| 2018-09-30 | $48k | 1.1k | 43.64 |
| 2018-06-30 | $56k | 1.2k | 46.67 |
| 2018-03-31 | $49k | 1.1k | 44.55 |
| 2017-12-31 | $53k | 1.1k | 48.18 |
| 2017-09-30 | $54k | 1.1k | 49.09 |
| 2017-03-31 | $50k | 1.0k | 50.00 |
| 2016-12-31 | $49k | 1.0k | 49.00 |
| 2016-09-30 | $51k | 1.0k | 51.00 |
| 2016-06-30 | $54k | 1.0k | 54.00 |
| 2016-03-31 | $52k | 1.0k | 52.00 |
| 2015-12-31 | $37k | 800 | 46.25 |
| 2015-09-30 | $36k | 800 | 45.00 |
| 2015-06-30 | $34k | 800 | 42.50 |
| 2015-03-31 | $22k | 500 | 44.00 |
| 2014-12-31 | $25k | 500 | 50.00 |
More positions owned by AllSquare Wealth Management
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