Southern Company shares owned by Roxbury Financial
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Roxbury Financial
from 13F filings
Historical chart of Roxbury Financial investment in Southern Company
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All positions including Southern Company held by Roxbury Financial consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Southern Company by Roxbury Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $84k | 881 | 94.80 |
| 2025-06-30 | $80k | 874 | 91.85 |
| 2025-03-31 | $77k | 858 | 89.75 |
| 2024-12-31 | $105k | 1.2k | 89.19 |