Southern Company shares owned by Carolinas Wealth Consulting
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Carolinas Wealth Consulting
from 13F filings
Historical chart of Carolinas Wealth Consulting investment in Southern Company
Tip: Access up to 7 years of quarterly data
All positions including Southern Company held by Carolinas Wealth Consulting consolidated in one spreadsheet with up to 7 years of data
Download as csv![Download consolidated filings csv](/static/img/csv.png)
![Download consolidated filings xlsx](/static/img/microsoft-excel.png)
Quarterly reported holdings in Southern Company by Carolinas Wealth Consulting
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $461k | 5.1k | 90.18 |
2024-06-30 | $395k | 5.1k | 77.57 |
2024-03-31 | $85k | 1.2k | 71.73 |
2023-12-31 | $150k | 49k | 3.05 |
2023-09-30 | $148k | 49k | 3.01 |
2023-06-30 | $152k | 49k | 3.09 |
2023-03-31 | $156k | 49k | 3.17 |
2022-12-31 | $166k | 49k | 3.37 |
2022-09-30 | $154k | 49k | 3.13 |
2022-06-30 | $166k | 49k | 3.36 |
2022-03-31 | $134k | 1.8k | 72.75 |
2021-12-31 | $184k | 2.7k | 68.66 |
2021-09-30 | $166k | 2.7k | 62.13 |
2021-06-30 | $161k | 2.7k | 60.41 |
2021-03-31 | $206k | 3.3k | 62.09 |
2020-12-31 | $246k | 4.0k | 61.38 |
2020-09-30 | $204k | 3.8k | 54.17 |
2020-06-30 | $198k | 3.8k | 51.79 |
2020-03-31 | $206k | 3.8k | 54.00 |
More positions owned by Carolinas Wealth Consulting
View all positions for Carolinas Wealth Consulting