Southern Company shares owned by Cassady Schiller Wealth Management
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Cassady Schiller Wealth Management
from 13F filings
Historical chart of Cassady Schiller Wealth Management investment in Southern Company
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Quarterly reported holdings in Southern Company by Cassady Schiller Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $50k | 556 | 90.18 |
| 2024-06-30 | $43k | 556 | 77.57 |
| 2024-03-31 | $40k | 556 | 71.74 |
| 2023-12-31 | $39k | 556 | 70.12 |
| 2023-09-30 | $25k | 380 | 64.72 |
| 2023-06-30 | $37k | 530 | 70.25 |
| 2023-03-31 | $37k | 530 | 69.58 |
| 2022-12-31 | $38k | 530 | 71.41 |
| 2021-12-31 | $28k | 413 | 67.80 |
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