Southern Company shares owned by Legacy Wealth Management
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Legacy Wealth Management
from 13F filings
Historical chart of Legacy Wealth Management investment in Southern Company
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All positions including Southern Company held by Legacy Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Southern Company by Legacy Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $396k | 4.8k | 82.32 |
| 2024-09-30 | $434k | 4.8k | 90.18 |
| 2017-09-30 | $361k | 7.4k | 49.10 |