Southern Company shares owned by Lenox Wealth Advisors
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Lenox Wealth Advisors
from 13F filings
Historical chart of Lenox Wealth Advisors investment in Southern Company
Tip: Access up to 7 years of quarterly data
All positions including Southern Company held by Lenox Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Southern Company by Lenox Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-03-31 | $222k | 2.9k | 76.42 |
| 2021-12-31 | $216k | 3.1k | 68.62 |
| 2021-09-30 | $193k | 3.1k | 61.82 |
| 2021-06-30 | $179k | 3.0k | 60.49 |
| 2021-03-31 | $33k | 527 | 62.62 |
| 2020-12-31 | $25k | 415 | 60.24 |
| 2020-09-30 | $22k | 412 | 53.40 |
| 2020-06-30 | $21k | 412 | 50.97 |
| 2020-03-31 | $22k | 412 | 53.40 |
| 2019-12-31 | $28k | 432 | 64.81 |
| 2019-09-30 | $25k | 412 | 60.68 |
| 2016-09-30 | $14k | 281 | 49.82 |