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Southern Company shares owned by ForthRight Wealth Management

Quarter-by-quarter ownership of Southern Company (SO) shares owned by ForthRight Wealth Management from 13F filings

Historical chart of ForthRight Wealth Management investment in Southern Company

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All positions including Southern Company held by ForthRight Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Southern Company by ForthRight Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $983k 14k 71.74
2023-12-31 $876k 13k 70.12
2023-09-30 $827k 13k 64.72
2023-06-30 $892k 13k 70.25
2023-03-31 $894k 13k 69.58
2022-12-31 $894k 13k 71.41
2022-09-30 $848k 13k 67.99
2022-06-30 $981k 14k 71.29
2022-03-31 $995k 14k 72.51
2021-12-31 $938k 14k 68.55
2021-09-30 $504k 8.1k 61.99
2021-06-30 $242k 4.0k 60.48
2021-03-31 $249k 4.0k 62.28
2020-12-31 $253k 4.1k 61.33