Southern Company shares owned by LMG Wealth Partners
Quarter-by-quarter ownership of Southern Company (SO) shares owned by LMG Wealth Partners
from 13F filings
Historical chart of LMG Wealth Partners investment in Southern Company
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Quarterly reported holdings in Southern Company by LMG Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.2M | 17k | 70.12 |
| 2023-09-30 | $953k | 15k | 64.72 |
| 2023-06-30 | $872k | 12k | 70.25 |
| 2023-03-31 | $797k | 11k | 69.58 |
| 2022-12-31 | $234k | 3.3k | 70.05 |