Southern Company shares owned by Robertson Stephens Wealth Management
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Robertson Stephens Wealth Management
from 13F filings
Historical chart of Robertson Stephens Wealth Management investment in Southern Company
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Download as csv Download as ExcelQuarterly reported holdings in Southern Company by Robertson Stephens Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $271k | 3.9k | 70.12 |
2023-09-30 | $298k | 4.6k | 64.72 |
2023-06-30 | $323k | 4.6k | 70.25 |
2023-03-31 | $332k | 4.8k | 69.58 |
2022-12-31 | $273k | 3.8k | 71.42 |
2022-09-30 | $255k | 3.8k | 67.75 |
2022-06-30 | $268k | 3.8k | 71.20 |
2022-03-31 | $272k | 3.8k | 72.26 |
2021-12-31 | $251k | 3.7k | 68.32 |
2021-09-30 | $224k | 3.6k | 61.84 |
2021-06-30 | $222k | 3.7k | 60.46 |
2021-03-31 | $227k | 3.7k | 61.92 |
2020-12-31 | $222k | 3.6k | 61.29 |
2020-09-30 | $203k | 3.8k | 54.03 |
More positions owned by Robertson Stephens Wealth Management
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