Southern Company shares owned by Center for Financial Planning
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Center for Financial Planning
from 13F filings
Historical chart of Center for Financial Planning investment in Southern Company
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Quarterly reported holdings in Southern Company by Center for Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $39k | 540 | 71.74 |
| 2023-12-31 | $94k | 1.3k | 70.12 |
| 2023-09-30 | $107k | 1.7k | 64.72 |
| 2023-06-30 | $117k | 1.7k | 70.25 |
| 2023-03-31 | $116k | 1.7k | 69.58 |
| 2022-12-31 | $119k | 1.7k | 71.41 |
| 2022-09-30 | $113k | 1.7k | 68.07 |
| 2022-06-30 | $118k | 1.7k | 71.08 |
| 2022-03-31 | $136k | 1.9k | 72.38 |
| 2021-12-31 | $218k | 3.2k | 68.70 |
| 2021-09-30 | $208k | 3.4k | 61.90 |
| 2021-06-30 | $203k | 3.4k | 60.42 |
| 2021-03-31 | $209k | 3.4k | 62.20 |
| 2020-12-31 | $163k | 2.7k | 61.28 |
| 2020-09-30 | $182k | 3.4k | 54.17 |
| 2020-06-30 | $226k | 4.4k | 51.83 |
| 2020-03-31 | $384k | 7.1k | 54.12 |
| 2019-12-31 | $280k | 4.4k | 63.69 |
More positions owned by Center for Financial Planning
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