Southern Company shares owned by Private Ocean
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Private Ocean
from 13F filings
Historical chart of Private Ocean investment in Southern Company
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Quarterly reported holdings in Southern Company by Private Ocean
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $11k | 147 | 71.74 |
| 2023-12-31 | $4.2k | 60 | 70.12 |
| 2023-09-30 | $3.9k | 60 | 64.72 |
| 2023-06-30 | $4.2k | 60 | 70.25 |
| 2023-03-31 | $4.2k | 60 | 69.58 |
| 2020-12-31 | $3.0k | 53 | 56.60 |
| 2019-09-30 | $10k | 158 | 63.29 |
| 2019-06-30 | $8.0k | 158 | 50.63 |
| 2019-03-31 | $26k | 500 | 52.00 |
| 2018-12-31 | $30k | 673 | 44.58 |
| 2018-09-30 | $29k | 673 | 43.09 |
| 2018-06-30 | $53k | 1.1k | 46.37 |
| 2018-03-31 | $51k | 1.1k | 44.62 |
| 2017-12-31 | $7.0k | 137 | 51.09 |