Southern Company shares owned by Baystate Wealth Management
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Baystate Wealth Management
from 13F filings
Historical chart of Baystate Wealth Management investment in Southern Company
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Quarterly reported holdings in Southern Company by Baystate Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $194k | 2.8k | 70.12 |
| 2023-09-30 | $181k | 2.8k | 64.73 |
| 2023-06-30 | $2.2M | 31k | 70.25 |
| 2023-03-31 | $224k | 3.2k | 69.59 |
| 2022-12-31 | $198k | 2.8k | 71.48 |
| 2022-09-30 | $125k | 1.8k | 67.86 |
| 2022-06-30 | $155k | 2.2k | 71.40 |
| 2022-03-31 | $133k | 1.8k | 72.60 |
| 2021-12-31 | $136k | 2.0k | 68.44 |
| 2021-09-30 | $123k | 2.0k | 62.12 |
| 2021-06-30 | $120k | 2.0k | 60.79 |
| 2021-03-31 | $86k | 1.4k | 62.18 |
| 2020-12-31 | $85k | 1.4k | 61.46 |
| 2020-09-30 | $75k | 1.4k | 54.19 |
| 2020-06-30 | $72k | 1.4k | 52.06 |
| 2020-03-31 | $75k | 1.4k | 54.19 |
| 2019-12-31 | $88k | 1.4k | 63.58 |
| 2019-09-30 | $85k | 1.4k | 61.42 |
| 2019-06-30 | $82k | 1.5k | 55.00 |
| 2019-03-31 | $72k | 1.4k | 52.06 |
| 2018-12-31 | $65k | 1.4k | 47.00 |
| 2018-09-30 | $61k | 1.4k | 44.11 |
| 2018-06-30 | $65k | 1.4k | 47.62 |
| 2018-03-31 | $61k | 1.3k | 45.29 |
| 2017-12-31 | $59k | 1.3k | 43.80 |
| 2017-09-30 | $67k | 1.3k | 49.74 |
| 2017-06-30 | $65k | 1.4k | 47.20 |
| 2017-03-31 | $68k | 1.4k | 49.93 |
More positions owned by Baystate Wealth Management
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