Southern Company shares owned by Adapt Wealth Advisors
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Adapt Wealth Advisors
from 13F filings
Historical chart of Adapt Wealth Advisors investment in Southern Company
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All positions including Southern Company held by Adapt Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Southern Company by Adapt Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.7M | 18k | 90.18 |
| 2024-06-30 | $656k | 8.5k | 77.57 |
| 2024-03-31 | $248k | 3.5k | 71.74 |