Southern Company shares owned by Lifeworks Advisors
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Lifeworks Advisors
from 13F filings
Historical chart of Lifeworks Advisors investment in Southern Company
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Quarterly reported holdings in Southern Company by Lifeworks Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $501k | 5.6k | 90.19 |
| 2024-06-30 | $314k | 4.0k | 77.56 |
| 2024-03-31 | $249k | 3.5k | 71.74 |
| 2023-12-31 | $258k | 3.7k | 70.13 |
| 2023-09-30 | $260k | 4.0k | 64.72 |