Southern Company shares owned by Advisor OS
Historical chart of Advisor OS investment in Southern Company
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Quarterly reported holdings in Southern Company by Advisor OS
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $578k | 8.2k | 70.12 |
| 2023-09-30 | $399k | 6.2k | 64.72 |
| 2023-06-30 | $960k | 14k | 70.25 |
| 2023-03-31 | $1.4M | 20k | 69.58 |
| 2022-12-31 | $1.5M | 21k | 71.41 |
| 2022-09-30 | $1.1M | 16k | 71.43 |
| 2022-06-30 | $1.1M | 15k | 68.97 |
| 2022-03-31 | $826k | 11k | 75.86 |
| 2021-12-31 | $521k | 7.6k | 68.97 |
| 2021-09-30 | $412k | 6.7k | 61.76 |
| 2021-06-30 | $349k | 5.8k | 60.63 |
| 2020-09-30 | $222k | 4.1k | 54.11 |
| 2020-06-30 | $471k | 9.1k | 51.88 |