Southern Company shares owned by Ml & R Wealth Management
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Ml & R Wealth Management
from 13F filings
Historical chart of Ml & R Wealth Management investment in Southern Company
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Quarterly reported holdings in Southern Company by Ml & R Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $379k | 5.4k | 70.12 |
| 2023-09-30 | $276k | 4.3k | 64.72 |
| 2023-06-30 | $238k | 3.4k | 70.25 |
| 2023-03-31 | $236k | 3.4k | 69.58 |
| 2022-12-31 | $258k | 3.6k | 71.41 |
| 2022-09-30 | $250k | 3.7k | 68.08 |
| 2022-06-30 | $313k | 4.4k | 71.20 |
| 2022-03-31 | $281k | 3.9k | 72.50 |
| 2021-12-31 | $229k | 3.3k | 68.60 |