Southern Company shares owned by Compass Wealth Management
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Compass Wealth Management
from 13F filings
Historical chart of Compass Wealth Management investment in Southern Company
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Quarterly reported holdings in Southern Company by Compass Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $299k | 3.2k | 94.77 |
| 2025-06-30 | $289k | 3.2k | 91.83 |
| 2025-03-31 | $290k | 3.2k | 91.95 |
| 2024-12-31 | $259k | 3.2k | 82.32 |
| 2024-09-30 | $284k | 3.2k | 90.18 |
| 2024-06-30 | $250k | 3.2k | 77.57 |
| 2024-03-31 | $184k | 2.6k | 71.74 |
| 2023-12-31 | $96k | 1.4k | 70.12 |
| 2023-09-30 | $105k | 1.6k | 64.72 |
| 2023-06-30 | $114k | 1.6k | 70.25 |
| 2023-03-31 | $52k | 750 | 69.58 |
| 2022-12-31 | $54k | 750 | 71.41 |