Southern Company shares owned by Octavia Wealth Advisors
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Octavia Wealth Advisors
from 13F filings
Historical chart of Octavia Wealth Advisors investment in Southern Company
Tip: Access up to 7 years of quarterly data
All positions including Southern Company held by Octavia Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Southern Company by Octavia Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $219k | 3.1k | 71.74 |
2023-12-31 | $239k | 3.4k | 70.12 |
2023-09-30 | $237k | 3.7k | 64.72 |
2023-06-30 | $234k | 3.3k | 70.25 |
2023-03-31 | $225k | 3.2k | 69.58 |
2022-12-31 | $225k | 3.2k | 71.41 |
2022-09-30 | $210k | 3.1k | 68.14 |
2022-06-30 | $209k | 2.9k | 71.23 |
2022-03-31 | $268k | 3.7k | 72.61 |
2021-12-31 | $250k | 3.6k | 68.57 |
2021-09-30 | $212k | 3.4k | 61.66 |
2021-03-31 | $230k | 3.7k | 62.13 |
2020-12-31 | $223k | 3.6k | 61.55 |