Southern Company shares owned by Institute For Wealth Management
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Institute For Wealth Management
from 13F filings
Historical chart of Institute For Wealth Management investment in Southern Company
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Quarterly reported holdings in Southern Company by Institute For Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $301k | 4.2k | 71.75 |
| 2023-12-31 | $310k | 4.4k | 70.12 |
| 2023-09-30 | $293k | 4.5k | 64.72 |
| 2023-06-30 | $318k | 4.5k | 70.25 |
| 2023-03-31 | $315k | 4.5k | 69.59 |
| 2022-12-31 | $323k | 4.5k | 71.41 |
| 2022-09-30 | $324k | 4.8k | 68.10 |
| 2022-06-30 | $339k | 4.8k | 71.26 |
| 2022-03-31 | $345k | 4.8k | 72.54 |
| 2021-12-31 | $326k | 4.8k | 68.59 |
| 2021-09-30 | $295k | 4.8k | 61.87 |
| 2021-06-30 | $294k | 4.9k | 60.61 |
| 2021-03-31 | $303k | 4.9k | 62.17 |
| 2020-12-31 | $304k | 4.9k | 61.51 |
| 2020-09-30 | $259k | 4.8k | 54.15 |
| 2020-06-30 | $393k | 7.6k | 51.87 |
| 2020-03-31 | $410k | 7.6k | 54.18 |
| 2019-12-31 | $496k | 496 | 1000.00 |
| 2019-09-30 | $507k | 8.2k | 61.81 |
| 2019-06-30 | $656k | 12k | 55.30 |
| 2019-03-31 | $598k | 12k | 51.71 |
| 2018-09-30 | $559k | 13k | 42.61 |
| 2018-06-30 | $631k | 14k | 46.43 |
| 2018-03-31 | $652k | 14k | 46.28 |
| 2017-09-30 | $711k | 14k | 49.61 |
| 2017-06-30 | $703k | 15k | 47.50 |
More positions owned by Institute For Wealth Management
View all positions for Institute For Wealth Management