Southern Company shares owned by 9258 Wealth Management
Quarter-by-quarter ownership of Southern Company (SO) shares owned by 9258 Wealth Management
from 13F filings
Historical chart of 9258 Wealth Management investment in Southern Company
Tip: Access up to 7 years of quarterly data
All positions including Southern Company held by 9258 Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Southern Company by 9258 Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $319k | 4.6k | 70.12 |
2023-09-30 | $295k | 4.6k | 64.72 |
2023-06-30 | $350k | 5.0k | 70.25 |
2023-03-31 | $381k | 5.5k | 69.58 |
2022-12-31 | $304k | 4.3k | 71.41 |
2022-09-30 | $298k | 4.4k | 68.08 |
2022-06-30 | $310k | 4.4k | 71.20 |
2022-03-31 | $300k | 4.1k | 72.46 |
2021-12-31 | $247k | 3.6k | 68.46 |
2019-12-31 | $236k | 3.7k | 63.63 |