Southern Company shares owned by Spartan Planning & Wealth Management
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Spartan Planning & Wealth Management
from 13F filings
Historical chart of Spartan Planning & Wealth Management investment in Southern Company
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Quarterly reported holdings in Southern Company by Spartan Planning & Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $98k | 1.4k | 70.12 |
| 2023-09-30 | $194 | 3 | 64.67 |
| 2022-12-31 | $20k | 286 | 71.41 |
| 2022-09-30 | $49k | 715 | 68.53 |
| 2022-06-30 | $46k | 647 | 71.10 |
| 2022-03-31 | $34k | 463 | 73.43 |
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