Southern Company shares owned by Lucia Wealth Services
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Lucia Wealth Services
from 13F filings
Historical chart of Lucia Wealth Services investment in Southern Company
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Quarterly reported holdings in Southern Company by Lucia Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-09-30 | $49k | 910 | 53.85 |
| 2020-06-30 | $47k | 910 | 51.65 |
| 2020-03-31 | $49k | 910 | 53.85 |
| 2019-12-31 | $58k | 910 | 63.74 |
| 2019-09-30 | $56k | 910 | 61.54 |
| 2019-06-30 | $50k | 910 | 54.95 |
| 2019-03-31 | $47k | 910 | 51.65 |
| 2018-12-31 | $40k | 910 | 43.96 |
| 2018-09-30 | $40k | 910 | 43.96 |
| 2018-06-30 | $42k | 910 | 46.15 |
| 2018-03-31 | $46k | 1.0k | 44.88 |