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Southern Company shares owned by Merriman Wealth Management

Quarter-by-quarter ownership of Southern Company (SO) shares owned by Merriman Wealth Management from 13F filings

Historical chart of Merriman Wealth Management investment in Southern Company

Tip: Access up to 7 years of quarterly data

All positions including Southern Company held by Merriman Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Southern Company by Merriman Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $306k 3.4k 90.18
2024-06-30 $263k 3.4k 77.57
2024-03-31 $243k 3.4k 71.74
2023-09-30 $222k 3.4k 64.72
2023-06-30 $241k 3.4k 70.25
2023-03-31 $277k 4.0k 69.58
2020-03-31 $242k 4.5k 54.09
2019-12-31 $283k 4.5k 63.58
2019-09-30 $289k 4.7k 61.73
2019-06-30 $2.6M 4.7k 548.32
2019-03-31 $226k 4.4k 51.69
2018-12-31 $328k 7.3k 44.67
2018-09-30 $313k 7.2k 43.66
2018-06-30 $344k 7.4k 46.35
2018-03-31 $330k 7.4k 44.65
2017-12-31 $354k 7.4k 48.09
2017-09-30 $307k 6.2k 49.15