Southern Company shares owned by Elmwood Wealth Management
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Elmwood Wealth Management
from 13F filings
Historical chart of Elmwood Wealth Management investment in Southern Company
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Quarterly reported holdings in Southern Company by Elmwood Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $329k | 4.0k | 82.32 |
| 2024-09-30 | $361k | 4.0k | 90.18 |
| 2024-06-30 | $310k | 4.0k | 77.57 |
| 2024-03-31 | $337k | 4.7k | 71.73 |
| 2023-12-31 | $329k | 4.7k | 70.11 |
| 2023-09-30 | $304k | 4.7k | 64.71 |
| 2023-06-30 | $330k | 4.7k | 70.24 |
| 2023-03-31 | $327k | 4.7k | 69.57 |
| 2022-12-31 | $335k | 4.7k | 71.40 |
| 2022-09-30 | $319k | 4.7k | 67.97 |
| 2022-06-30 | $335k | 4.7k | 71.38 |
| 2022-03-31 | $366k | 5.0k | 72.58 |
| 2021-12-31 | $346k | 5.0k | 68.61 |
| 2021-06-30 | $305k | 5.0k | 60.48 |
| 2021-03-31 | $313k | 5.0k | 62.07 |
| 2020-09-30 | $263k | 5.1k | 51.89 |
| 2020-06-30 | $263k | 5.1k | 51.89 |
| 2020-03-31 | $223k | 5.0k | 44.66 |
| 2019-12-31 | $319k | 5.0k | 63.80 |
| 2019-09-30 | $309k | 5.0k | 61.80 |
| 2019-06-30 | $276k | 5.0k | 55.20 |
| 2019-03-31 | $258k | 5.0k | 51.60 |
| 2018-12-31 | $220k | 5.0k | 44.00 |
| 2018-09-30 | $218k | 5.0k | 43.60 |
| 2018-06-30 | $232k | 5.0k | 46.31 |
| 2018-03-31 | $223k | 5.0k | 44.66 |