Southern Company shares owned by Elevate Wealth Advisory
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Elevate Wealth Advisory
from 13F filings
Historical chart of Elevate Wealth Advisory investment in Southern Company
Tip: Access up to 7 years of quarterly data
All positions including Southern Company held by Elevate Wealth Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Southern Company by Elevate Wealth Advisory
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $236k | 3.3k | 71.74 |
2023-12-31 | $231k | 3.3k | 70.13 |