Southern Company shares owned by Juncture Wealth Strategies
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Juncture Wealth Strategies
from 13F filings
Historical chart of Juncture Wealth Strategies investment in Southern Company
Tip: Access up to 7 years of quarterly data
All positions including Southern Company held by Juncture Wealth Strategies consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Southern Company by Juncture Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $414k | 5.8k | 71.74 |
| 2023-12-31 | $615k | 8.8k | 70.12 |
| 2023-09-30 | $587k | 9.1k | 64.72 |
| 2023-06-30 | $645k | 9.2k | 70.25 |
| 2023-03-31 | $625k | 9.0k | 69.58 |
| 2022-12-31 | $870k | 12k | 71.41 |
| 2022-09-30 | $890k | 13k | 68.00 |
| 2022-06-30 | $832k | 12k | 71.34 |
| 2022-03-31 | $827k | 11k | 72.47 |
| 2021-12-31 | $796k | 12k | 68.56 |
| 2021-09-30 | $695k | 11k | 61.99 |
| 2021-06-30 | $735k | 11k | 65.19 |
| 2021-03-31 | $647k | 11k | 61.55 |
| 2020-12-31 | $615k | 10k | 61.43 |
| 2020-09-30 | $499k | 9.2k | 54.24 |
| 2020-06-30 | $436k | 8.4k | 51.90 |
| 2020-03-31 | $417k | 7.7k | 54.16 |
| 2019-12-31 | $452k | 7.1k | 63.66 |
| 2019-09-30 | $420k | 6.8k | 61.76 |
| 2019-06-30 | $304k | 5.5k | 55.27 |
| 2019-03-31 | $227k | 4.4k | 51.59 |
| 2018-12-31 | $906k | 21k | 43.90 |
| 2018-09-30 | $1.0M | 24k | 43.59 |
| 2018-06-30 | $1.1M | 24k | 46.31 |
| 2018-03-31 | $1.1M | 24k | 44.65 |
| 2017-12-31 | $1.1M | 24k | 48.09 |
| 2017-09-30 | $1.2M | 24k | 49.14 |
| 2017-06-30 | $1.2M | 25k | 47.86 |
| 2017-03-31 | $1.2M | 25k | 49.76 |
| 2016-12-31 | $1.2M | 25k | 49.21 |
| 2016-09-30 | $1.3M | 25k | 51.32 |
| 2016-06-30 | $660k | 12k | 53.66 |
| 2016-03-31 | $647k | 13k | 51.76 |
| 2015-12-31 | $594k | 13k | 46.77 |
| 2015-09-30 | $952k | 21k | 44.70 |
| 2015-06-30 | $292k | 7.0k | 41.88 |
| 2015-03-31 | $244k | 5.5k | 44.36 |
More positions owned by Juncture Wealth Strategies
View all positions for Juncture Wealth Strategies