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Southern Company shares owned by CarsonAllaria Wealth Management

Quarter-by-quarter ownership of Southern Company (SO) shares owned by CarsonAllaria Wealth Management from 13F filings

Historical chart of CarsonAllaria Wealth Management investment in Southern Company

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All positions including Southern Company held by CarsonAllaria Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Southern Company by CarsonAllaria Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $23k 314 71.77
2023-12-31 $47k 668 70.22
2023-09-30 $57k 885 64.76
2023-06-30 $62k 885 70.29
2023-03-31 $57k 824 69.66
2022-12-31 $34k 469 72.49
2022-09-30 $32k 468 68.38
2022-06-30 $33k 467 70.66
2022-03-31 $34k 466 72.96
2021-12-31 $32k 464 68.97