Southern Company shares owned by Financial Synergies Wealth Advisors
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Financial Synergies Wealth Advisors
from 13F filings
Historical chart of Financial Synergies Wealth Advisors investment in Southern Company
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Quarterly reported holdings in Southern Company by Financial Synergies Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $37k | 522 | 71.73 |
| 2023-12-31 | $1.0k | 14 | 71.43 |
| 2023-09-30 | $33k | 512 | 64.71 |
| 2023-06-30 | $36k | 507 | 70.23 |
| 2023-03-31 | $35k | 499 | 69.57 |
| 2022-12-31 | $1.0k | 14 | 71.43 |
| 2022-09-30 | $952 | 14 | 68.00 |
| 2022-06-30 | $998 | 14 | 71.36 |
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