Southern Company shares owned by TrueWealth Advisors
Quarter-by-quarter ownership of Southern Company (SO) shares owned by TrueWealth Advisors
from 13F filings
Historical chart of TrueWealth Advisors investment in Southern Company
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Quarterly reported holdings in Southern Company by TrueWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.8M | 38k | 71.74 |
| 2023-12-31 | $2.6M | 37k | 70.12 |
| 2023-09-30 | $1.6M | 24k | 64.72 |
| 2023-06-30 | $1.7M | 24k | 70.25 |
| 2023-03-31 | $1.4M | 20k | 69.58 |
| 2022-12-31 | $1.4M | 19k | 71.41 |
| 2022-09-30 | $1.1M | 16k | 68.02 |
| 2022-06-30 | $1.2M | 17k | 71.33 |
| 2022-03-31 | $859k | 13k | 68.62 |
| 2021-12-31 | $859k | 13k | 68.62 |
| 2021-09-30 | $555k | 9.0k | 61.94 |
| 2021-06-30 | $540k | 8.9k | 60.47 |
| 2021-03-31 | $532k | 8.0k | 66.12 |
| 2020-12-31 | $401k | 6.5k | 61.23 |