Southern Company shares owned by IVC Wealth Advisors
Quarter-by-quarter ownership of Southern Company (SO) shares owned by IVC Wealth Advisors
from 13F filings
Historical chart of IVC Wealth Advisors investment in Southern Company
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Quarterly reported holdings in Southern Company by IVC Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $708k | 7.8k | 90.18 |
| 2024-06-30 | $606k | 7.8k | 77.57 |
| 2024-03-31 | $474k | 6.6k | 71.74 |
| 2023-12-31 | $445k | 6.3k | 70.12 |
| 2023-09-30 | $431k | 6.7k | 64.72 |
| 2023-06-30 | $471k | 6.7k | 70.25 |
| 2023-03-31 | $454k | 6.5k | 69.58 |
| 2022-12-31 | $528k | 7.4k | 71.41 |
| 2022-09-30 | $533k | 7.8k | 68.05 |
| 2022-06-30 | $474k | 6.6k | 71.37 |
| 2022-03-31 | $493k | 6.8k | 72.54 |
| 2021-12-31 | $454k | 6.6k | 68.53 |
| 2021-09-30 | $397k | 6.4k | 61.94 |
| 2021-06-30 | $412k | 6.8k | 60.44 |
| 2021-03-31 | $396k | 6.4k | 62.20 |
| 2020-12-31 | $371k | 6.0k | 61.40 |