Southern Company shares owned by PBMares Wealth Management
Quarter-by-quarter ownership of Southern Company (SO) shares owned by PBMares Wealth Management
from 13F filings
Historical chart of PBMares Wealth Management investment in Southern Company
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Quarterly reported holdings in Southern Company by PBMares Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $295k | 3.3k | 90.18 |
| 2024-06-30 | $233k | 3.0k | 77.57 |
| 2024-03-31 | $215k | 3.0k | 71.73 |
| 2023-12-31 | $248k | 3.5k | 70.11 |
| 2023-09-30 | $360k | 5.6k | 64.71 |
| 2023-06-30 | $358k | 5.1k | 70.24 |
| 2023-03-31 | $355k | 5.1k | 69.57 |
| 2022-12-31 | $364k | 5.1k | 71.40 |
| 2022-09-30 | $346k | 5.1k | 67.90 |
| 2022-06-30 | $381k | 5.3k | 71.27 |
| 2022-03-31 | $386k | 5.3k | 72.47 |
| 2021-12-31 | $361k | 5.3k | 68.57 |