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Southern Company shares owned by Wealth Alliance

Quarter-by-quarter ownership of Southern Company (SO) shares owned by Wealth Alliance from 13F filings

Historical chart of Wealth Alliance investment in Southern Company

Tip: Access up to 7 years of quarterly data

All positions including Southern Company held by Wealth Alliance consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Southern Company by Wealth Alliance

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.3M 18k 70.12
2023-09-30 $1.2M 18k 64.72
2023-06-30 $1.2M 18k 70.25
2023-03-31 $1.2M 18k 69.58
2022-12-31 $1.2M 17k 71.41
2022-09-30 $1.1M 16k 67.97
2022-06-30 $1.1M 16k 71.34
2022-03-31 $1.3M 18k 72.54
2021-12-31 $1.2M 18k 68.57
2021-09-30 $998k 16k 61.96
2021-06-30 $972k 16k 60.53
2021-03-31 $816k 13k 62.16
2020-12-31 $892k 15k 61.45
2020-09-30 $633k 12k 54.21
2020-06-30 $558k 11k 51.81
2020-03-31 $423k 7.8k 54.20