Southern Company shares owned by Efficient Wealth Management
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Efficient Wealth Management
from 13F filings
Historical chart of Efficient Wealth Management investment in Southern Company
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Quarterly reported holdings in Southern Company by Efficient Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $70k | 965 | 72.54 |
| 2023-12-31 | $50k | 719 | 69.54 |
| 2023-09-30 | $146k | 2.3k | 64.65 |
| 2023-06-30 | $157k | 2.2k | 69.83 |
| 2023-03-31 | $155k | 2.2k | 71.04 |
| 2022-12-31 | $147k | 2.2k | 67.99 |
| 2022-09-30 | $147k | 2.2k | 67.99 |
| 2022-06-30 | $157k | 2.2k | 71.49 |
| 2022-03-31 | $157k | 2.2k | 72.52 |
| 2021-12-31 | $148k | 2.2k | 68.36 |
| 2021-09-30 | $134k | 2.2k | 61.89 |
| 2021-06-30 | $137k | 2.3k | 60.49 |
| 2021-03-31 | $135k | 2.2k | 62.33 |
| 2020-12-31 | $139k | 2.3k | 61.34 |
| 2020-09-30 | $117k | 2.2k | 54.02 |
| 2020-06-30 | $112k | 2.2k | 51.71 |
| 2020-03-31 | $117k | 2.2k | 54.02 |
More positions owned by Efficient Wealth Management
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