Southern Company shares owned by Cassaday & Co Wealth Management
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Cassaday & Co Wealth Management
from 13F filings
Historical chart of Cassaday & Co Wealth Management investment in Southern Company
Tip: Access up to 7 years of quarterly data
All positions including Southern Company held by Cassaday & Co Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Southern Company by Cassaday & Co Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.1M | 13k | 90.18 |
| 2024-06-30 | $892k | 12k | 77.57 |
| 2024-03-31 | $840k | 12k | 71.74 |
| 2023-12-31 | $807k | 12k | 70.12 |
| 2023-09-30 | $766k | 12k | 64.72 |
| 2023-06-30 | $835k | 12k | 70.25 |
| 2023-03-31 | $837k | 12k | 69.58 |
| 2022-12-31 | $813k | 11k | 71.41 |
More positions owned by Cassaday & Co Wealth Management
View all positions for Cassaday & Co Wealth Management