Southern Company shares owned by Simplicity Wealth
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Simplicity Wealth
from 13F filings
Historical chart of Simplicity Wealth investment in Southern Company
Tip: Access up to 7 years of quarterly data
All positions including Southern Company held by Simplicity Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Southern Company by Simplicity Wealth
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $277k | 3.1k | 90.18 |
2024-06-30 | $2.2M | 28k | 77.57 |
2024-03-31 | $1.9M | 26k | 71.74 |
2023-06-30 | $677k | 9.6k | 70.25 |
2023-03-31 | $671k | 9.6k | 69.58 |
2022-12-31 | $690k | 9.7k | 71.41 |
2022-09-30 | $655k | 9.6k | 67.99 |
2022-06-30 | $687k | 9.6k | 71.31 |
2022-03-31 | $699k | 9.6k | 72.56 |
2021-12-31 | $661k | 9.6k | 68.61 |