Southern Company shares owned by BCR Wealth Strategies
Quarter-by-quarter ownership of Southern Company (SO) shares owned by BCR Wealth Strategies
from 13F filings
Historical chart of BCR Wealth Strategies investment in Southern Company
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Quarterly reported holdings in Southern Company by BCR Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $578k | 6.4k | 90.06 |
| 2024-06-30 | $532k | 6.9k | 77.55 |
| 2024-03-31 | $468k | 6.5k | 71.80 |
| 2023-12-31 | $456k | 6.5k | 70.10 |
| 2023-09-30 | $422k | 6.5k | 64.61 |
| 2023-06-30 | $435k | 6.2k | 70.22 |
| 2023-03-31 | $434k | 6.2k | 69.54 |
| 2022-12-31 | $444k | 6.2k | 71.26 |
| 2022-09-30 | $420k | 6.2k | 68.07 |
| 2022-06-30 | $440k | 6.2k | 71.36 |
| 2022-03-31 | $418k | 5.8k | 72.46 |
| 2021-12-31 | $254k | 3.7k | 68.59 |