Southern Company shares owned by Rockbridge Investment Management, LCC
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Rockbridge Investment Management, LCC
from 13F filings
Historical chart of Rockbridge Investment Management, LCC investment in Southern Company
Tip: Access up to 7 years of quarterly data
All positions including Southern Company held by Rockbridge Investment Management, LCC consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Southern Company by Rockbridge Investment Management, LCC
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $227k | 2.6k | 87.21 |
| 2024-09-30 | $205k | 2.3k | 90.19 |
| 2023-12-31 | $160k | 2.3k | 70.13 |
| 2022-06-30 | $55k | 775 | 71.33 |
| 2022-03-31 | $57k | 775 | 74.12 |
| 2021-12-31 | $53k | 775 | 68.39 |
| 2021-09-30 | $46k | 750 | 61.33 |
| 2021-06-30 | $45k | 750 | 60.00 |
| 2021-03-31 | $47k | 750 | 62.67 |
| 2020-12-31 | $144k | 2.4k | 61.28 |
| 2020-09-30 | $30k | 550 | 54.55 |
| 2020-06-30 | $44k | 847 | 51.95 |
More positions owned by Rockbridge Investment Management, LCC
View all positions for Rockbridge Investment Management, LCC