Southern Company shares owned by Mosaic Family Wealth
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Mosaic Family Wealth
from 13F filings
Historical chart of Mosaic Family Wealth investment in Southern Company
Tip: Access up to 7 years of quarterly data
All positions including Southern Company held by Mosaic Family Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Southern Company by Mosaic Family Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-12-31 | $482k | 7.0k | 68.55 |
| 2021-09-30 | $476k | 7.7k | 61.96 |
| 2021-06-30 | $469k | 7.7k | 60.54 |
| 2021-03-31 | $439k | 7.1k | 62.11 |
| 2020-12-31 | $410k | 6.7k | 61.41 |
| 2020-09-30 | $327k | 6.0k | 54.21 |
| 2020-06-30 | $303k | 5.9k | 51.77 |
| 2020-03-31 | $308k | 5.7k | 54.08 |
| 2019-12-31 | $378k | 5.9k | 63.63 |
| 2019-09-30 | $585k | 9.5k | 61.74 |
| 2019-06-30 | $539k | 9.8k | 55.25 |
| 2019-03-31 | $413k | 8.0k | 51.68 |
| 2018-12-31 | $351k | 8.0k | 43.98 |
| 2018-09-30 | $376k | 7.9k | 47.33 |
| 2018-06-30 | $285k | 6.1k | 46.35 |
| 2018-03-31 | $273k | 6.1k | 44.62 |
| 2017-12-31 | $199k | 4.1k | 48.00 |
| 2017-09-30 | $440k | 8.9k | 49.31 |
| 2017-06-30 | $421k | 8.8k | 47.86 |
| 2017-03-31 | $428k | 8.6k | 49.81 |
| 2016-12-31 | $417k | 8.5k | 49.14 |
| 2016-09-30 | $637k | 12k | 51.33 |
| 2016-06-30 | $436k | 8.1k | 53.59 |
| 2016-03-31 | $405k | 7.8k | 51.72 |
| 2015-12-31 | $343k | 7.3k | 46.69 |