Southern Company shares owned by Focused Wealth Management
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Focused Wealth Management
from 13F filings
Historical chart of Focused Wealth Management investment in Southern Company
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Quarterly reported holdings in Southern Company by Focused Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $88k | 1.3k | 70.10 |
| 2023-09-30 | $75k | 1.2k | 64.73 |
| 2023-06-30 | $81k | 1.2k | 70.27 |
| 2023-03-31 | $54k | 775 | 69.54 |
| 2022-12-31 | $55k | 772 | 71.38 |
| 2022-09-30 | $53k | 773 | 68.56 |
| 2022-06-30 | $61k | 859 | 71.01 |
| 2022-03-31 | $62k | 856 | 72.43 |
| 2021-12-31 | $59k | 854 | 69.09 |
| 2021-09-30 | $49k | 788 | 62.18 |
| 2021-06-30 | $48k | 788 | 60.91 |
| 2021-03-31 | $43k | 688 | 62.50 |
| 2020-12-31 | $42k | 688 | 61.05 |
| 2020-09-30 | $44k | 817 | 53.86 |
| 2020-06-30 | $42k | 817 | 51.41 |
| 2020-03-31 | $174k | 3.2k | 54.09 |
| 2019-12-31 | $209k | 3.3k | 63.78 |
| 2019-09-30 | $214k | 3.5k | 61.71 |
| 2019-06-30 | $70k | 1.3k | 55.56 |
| 2019-03-31 | $79k | 1.5k | 51.63 |
| 2018-12-31 | $74k | 1.7k | 44.00 |
| 2018-09-30 | $78k | 1.8k | 43.77 |
| 2018-06-30 | $89k | 1.9k | 46.19 |
| 2018-03-31 | $86k | 1.9k | 44.63 |
| 2017-12-31 | $109k | 2.3k | 48.21 |
| 2017-09-30 | $113k | 2.3k | 48.94 |
| 2017-06-30 | $125k | 2.6k | 47.97 |
| 2017-03-31 | $446k | 9.0k | 49.83 |
| 2016-12-31 | $422k | 8.6k | 49.16 |
| 2016-09-30 | $708k | 14k | 51.30 |
| 2016-06-30 | $724k | 14k | 53.65 |
| 2016-03-31 | $441k | 8.5k | 51.74 |
| 2015-12-31 | $131k | 2.8k | 46.95 |
| 2015-09-30 | $122k | 2.7k | 44.85 |
| 2015-06-30 | $114k | 2.7k | 41.91 |
| 2015-03-31 | $116k | 2.6k | 44.27 |
| 2014-12-31 | $129k | 2.6k | 49.24 |
| 2014-09-30 | $114k | 2.6k | 43.56 |
| 2014-06-30 | $119k | 2.6k | 45.52 |
| 2014-03-31 | $47k | 1.1k | 44.30 |
| 2013-12-31 | $44k | 1.1k | 41.47 |
| 2013-09-30 | $49k | 1.2k | 41.00 |