Southern Company shares owned by Sugarloaf Wealth Management
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Sugarloaf Wealth Management
from 13F filings
Historical chart of Sugarloaf Wealth Management investment in Southern Company
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Quarterly reported holdings in Southern Company by Sugarloaf Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $4.0M | 48k | 82.32 |
| 2024-09-30 | $4.5M | 50k | 90.18 |
| 2024-06-30 | $3.9M | 50k | 77.57 |
| 2024-03-31 | $3.6M | 50k | 71.74 |
| 2023-12-31 | $3.4M | 49k | 70.12 |
| 2023-09-30 | $3.2M | 49k | 64.72 |
| 2023-06-30 | $3.7M | 52k | 70.25 |
| 2023-03-31 | $3.5M | 50k | 69.58 |
| 2022-12-31 | $3.6M | 50k | 71.41 |
| 2022-09-30 | $3.7M | 54k | 68.02 |
| 2022-06-30 | $3.6M | 51k | 71.30 |
| 2022-03-31 | $3.7M | 51k | 72.51 |
| 2021-12-31 | $3.5M | 51k | 68.58 |
| 2021-09-30 | $3.2M | 51k | 61.97 |
| 2021-06-30 | $3.1M | 51k | 60.50 |
| 2021-03-31 | $3.2M | 51k | 61.91 |
| 2020-12-31 | $3.1M | 51k | 61.43 |
| 2020-09-30 | $2.8M | 51k | 54.21 |
| 2020-06-30 | $2.8M | 53k | 52.83 |
| 2020-03-31 | $2.8M | 53k | 54.13 |
| 2019-12-31 | $3.6M | 56k | 63.70 |
More positions owned by Sugarloaf Wealth Management
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