Southern Company shares owned by Elwood & Goetz Wealth Advisory Group
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Elwood & Goetz Wealth Advisory Group
from 13F filings
Historical chart of Elwood & Goetz Wealth Advisory Group investment in Southern Company
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Quarterly reported holdings in Southern Company by Elwood & Goetz Wealth Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $534k | 5.6k | 94.78 |
| 2025-06-30 | $554k | 6.0k | 91.84 |
| 2025-03-31 | $555k | 6.0k | 91.96 |
| 2024-12-31 | $511k | 6.2k | 82.32 |
| 2024-09-30 | $528k | 5.9k | 90.19 |
| 2024-06-30 | $493k | 6.4k | 77.57 |
| 2024-03-31 | $447k | 6.2k | 71.74 |
| 2023-12-31 | $399k | 5.7k | 70.12 |
| 2023-09-30 | $362k | 5.6k | 64.72 |
| 2023-06-30 | $388k | 5.5k | 70.24 |
| 2023-03-31 | $384k | 5.5k | 69.58 |
| 2022-12-31 | $394k | 5.5k | 71.41 |
| 2022-09-30 | $278k | 4.1k | 68.10 |
| 2022-06-30 | $288k | 4.0k | 71.22 |
| 2022-03-31 | $343k | 4.7k | 72.45 |
| 2021-12-31 | $241k | 3.5k | 68.70 |
| 2021-09-30 | $205k | 3.3k | 62.06 |
| 2021-03-31 | $212k | 3.4k | 62.21 |
More positions owned by Elwood & Goetz Wealth Advisory Group
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