Southern Company shares owned by Confluence Wealth Management
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Confluence Wealth Management
from 13F filings
Historical chart of Confluence Wealth Management investment in Southern Company
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Quarterly reported holdings in Southern Company by Confluence Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-09-30 | $512k | 8.3k | 61.79 |
| 2020-06-30 | $431k | 8.3k | 51.81 |
| 2020-03-31 | $449k | 8.3k | 54.15 |
| 2019-12-31 | $512k | 8.3k | 61.79 |
| 2019-09-30 | $512k | 8.3k | 61.79 |
| 2019-06-30 | $445k | 8.0k | 55.30 |
| 2019-03-31 | $407k | 7.9k | 51.70 |
| 2018-12-31 | $305k | 6.9k | 43.90 |
| 2018-09-30 | $343k | 7.9k | 43.57 |
| 2018-06-30 | $356k | 7.7k | 46.31 |
| 2018-03-31 | $225k | 5.0k | 44.70 |
| 2017-12-31 | $243k | 5.1k | 48.02 |
| 2017-09-30 | $250k | 5.1k | 49.18 |
| 2017-06-30 | $229k | 4.6k | 49.83 |
| 2017-03-31 | $229k | 4.6k | 49.83 |
| 2016-12-31 | $208k | 4.2k | 49.27 |
| 2016-09-30 | $240k | 4.7k | 51.34 |
| 2016-06-30 | $218k | 4.1k | 53.75 |
More positions owned by Confluence Wealth Management
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