Southern Company shares owned by Morton Brown Family Wealth
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Morton Brown Family Wealth
from 13F filings
Historical chart of Morton Brown Family Wealth investment in Southern Company
Tip: Access up to 7 years of quarterly data
All positions including Southern Company held by Morton Brown Family Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Southern Company by Morton Brown Family Wealth
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $23k | 314 | 71.74 |
2023-12-31 | $22k | 314 | 70.12 |
2023-09-30 | $20k | 314 | 64.72 |
2023-06-30 | $22k | 314 | 70.25 |
2023-03-31 | $22k | 314 | 69.58 |
2022-09-30 | $6.0k | 89 | 67.42 |
2022-06-30 | $4.0k | 57 | 70.18 |
More positions owned by Morton Brown Family Wealth
View all positions for Morton Brown Family Wealth