Southern Company shares owned by Aurum Wealth Management Group
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Aurum Wealth Management Group
from 13F filings
Historical chart of Aurum Wealth Management Group investment in Southern Company
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Quarterly reported holdings in Southern Company by Aurum Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $261k | 2.9k | 90.18 |
| 2024-06-30 | $258k | 3.3k | 77.57 |
| 2024-03-31 | $246k | 3.4k | 71.74 |
| 2023-12-31 | $322k | 4.6k | 70.12 |
| 2023-09-30 | $330k | 5.1k | 64.72 |
| 2023-06-30 | $355k | 5.0k | 70.25 |
| 2023-03-31 | $371k | 5.3k | 69.58 |
| 2022-12-31 | $370k | 5.2k | 71.41 |
| 2022-09-30 | $411k | 6.0k | 67.99 |
| 2022-06-30 | $472k | 6.6k | 71.34 |
| 2022-03-31 | $498k | 6.9k | 72.54 |
| 2021-12-31 | $378k | 5.5k | 68.66 |
| 2021-09-30 | $355k | 5.7k | 62.01 |
| 2021-06-30 | $325k | 5.4k | 60.58 |
| 2021-03-31 | $328k | 5.3k | 62.11 |
| 2020-06-30 | $215k | 4.1k | 51.83 |
More positions owned by Aurum Wealth Management Group
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