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Southern Company shares owned by OneAscent Wealth Management

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

Historical chart of OneAscent Wealth Management investment in Southern Company

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

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Quarterly reported holdings in Southern Company by OneAscent Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.9M 41k 71.74
2023-12-31 $3.0M 42k 70.11
2023-09-30 $2.6M 40k 64.71
2023-03-31 $3.1M 44k 69.57
2022-12-31 $4.0M 55k 71.40
2022-09-30 $3.7M 55k 68.00
2022-06-30 $3.5M 49k 71.31
2022-03-31 $3.5M 48k 72.51
2021-03-31 $2.0M 32k 62.17
2020-12-31 $2.1M 34k 61.44