Southern Company shares owned by TRUE Private Wealth Advisors
Quarter-by-quarter ownership of Southern Company (SO) shares owned by TRUE Private Wealth Advisors
from 13F filings
Historical chart of TRUE Private Wealth Advisors investment in Southern Company
Tip: Access up to 7 years of quarterly data
All positions including Southern Company held by TRUE Private Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Southern Company by TRUE Private Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $296k | 4.1k | 71.74 |
2023-12-31 | $286k | 4.1k | 70.11 |
2023-09-30 | $264k | 4.1k | 64.72 |
2023-06-30 | $280k | 4.0k | 70.25 |
2023-03-31 | $277k | 4.0k | 69.58 |
2022-12-31 | $284k | 4.0k | 71.41 |
2022-09-30 | $270k | 4.0k | 67.82 |
2022-06-30 | $286k | 4.0k | 71.25 |
2022-03-31 | $299k | 4.0k | 74.49 |
2021-12-31 | $280k | 4.1k | 68.36 |
2021-09-30 | $216k | 3.5k | 61.71 |
2021-06-30 | $211k | 3.5k | 60.29 |
2021-03-31 | $255k | 4.1k | 62.20 |
2020-12-31 | $215k | 3.5k | 61.43 |
2020-09-30 | $189k | 3.5k | 54.00 |
2020-06-30 | $181k | 3.5k | 51.71 |
2020-03-31 | $189k | 3.5k | 54.00 |
2019-12-31 | $222k | 3.5k | 63.43 |
2019-09-30 | $216k | 3.5k | 61.71 |
2019-06-30 | $193k | 3.5k | 55.14 |
2018-09-30 | $59k | 1.4k | 43.60 |
More positions owned by TRUE Private Wealth Advisors
View all positions for TRUE Private Wealth Advisors