Southern Company shares owned by CarsonAllaria Wealth Management
Quarter-by-quarter ownership of Southern Company (SO) shares owned by CarsonAllaria Wealth Management
from 13F filings
Historical chart of CarsonAllaria Wealth Management investment in Southern Company
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Quarterly reported holdings in Southern Company by CarsonAllaria Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $9.5k | 115 | 82.98 |
| 2024-09-30 | $19k | 215 | 90.40 |
| 2024-06-30 | $17k | 214 | 77.79 |
| 2024-03-31 | $23k | 314 | 71.77 |
| 2023-12-31 | $47k | 668 | 70.22 |
| 2023-09-30 | $57k | 885 | 64.76 |
| 2023-06-30 | $62k | 885 | 70.29 |
| 2023-03-31 | $57k | 824 | 69.66 |
| 2022-12-31 | $34k | 469 | 72.49 |
| 2022-09-30 | $32k | 468 | 68.38 |
| 2022-06-30 | $33k | 467 | 70.66 |
| 2022-03-31 | $34k | 466 | 72.96 |
| 2021-12-31 | $32k | 464 | 68.97 |
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