Southern Company shares owned by Mark Sheptoff Financial Planning
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Mark Sheptoff Financial Planning
from 13F filings
Historical chart of Mark Sheptoff Financial Planning investment in Southern Company
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Quarterly reported holdings in Southern Company by Mark Sheptoff Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $102k | 1.5k | 70.12 |
| 2023-09-30 | $94k | 1.5k | 64.72 |
| 2023-06-30 | $102k | 1.5k | 70.25 |
| 2023-03-31 | $101k | 1.5k | 69.58 |
| 2022-12-31 | $702k | 9.8k | 71.41 |
| 2022-09-30 | $709k | 10k | 68.01 |
| 2022-06-30 | $476k | 6.7k | 71.31 |
| 2022-03-31 | $484k | 6.7k | 72.51 |
| 2021-12-31 | $423k | 6.2k | 68.50 |
| 2021-09-30 | $410k | 6.6k | 62.00 |
| 2021-06-30 | $573k | 9.5k | 60.55 |
| 2021-03-31 | $542k | 8.7k | 62.12 |
| 2020-12-31 | $499k | 8.1k | 61.42 |
| 2020-09-30 | $424k | 7.8k | 54.19 |
| 2020-06-30 | $452k | 8.7k | 51.81 |
| 2020-03-31 | $540k | 10k | 54.14 |
| 2019-12-31 | $629k | 9.9k | 63.70 |
| 2019-09-30 | $653k | 11k | 61.75 |
| 2019-06-30 | $372k | 6.7k | 55.32 |
| 2019-03-31 | $10k | 200 | 50.00 |
| 2018-09-30 | $337k | 7.7k | 43.57 |
| 2018-06-30 | $320k | 6.9k | 46.38 |
| 2018-03-31 | $308k | 6.9k | 44.64 |
| 2017-12-31 | $303k | 6.3k | 48.10 |
| 2017-09-30 | $310k | 6.3k | 49.21 |
| 2017-06-30 | $302k | 6.3k | 47.93 |
| 2017-03-31 | $741k | 15k | 49.76 |
| 2016-12-31 | $814k | 17k | 49.22 |
| 2016-09-30 | $874k | 17k | 51.30 |
| 2016-06-30 | $849k | 16k | 53.61 |
| 2016-03-31 | $677k | 13k | 51.73 |
| 2015-12-31 | $374k | 8.0k | 46.84 |
| 2015-09-30 | $357k | 8.0k | 44.71 |
| 2015-06-30 | $418k | 10k | 41.87 |
| 2015-03-31 | $598k | 14k | 44.28 |
| 2014-12-31 | $701k | 14k | 49.09 |
| 2014-09-30 | $486k | 11k | 43.67 |
| 2014-06-30 | $460k | 10k | 45.41 |
| 2014-03-31 | $427k | 9.7k | 43.89 |
More positions owned by Mark Sheptoff Financial Planning
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