Southern Company shares owned by Morris Financial Concepts
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Morris Financial Concepts
from 13F filings
Historical chart of Morris Financial Concepts investment in Southern Company
Tip: Access up to 7 years of quarterly data
All positions including Southern Company held by Morris Financial Concepts consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Southern Company by Morris Financial Concepts
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $231k | 3.2k | 71.74 |
2023-12-31 | $240k | 3.4k | 70.12 |
2023-09-30 | $230k | 3.6k | 64.73 |
2023-06-30 | $302k | 4.3k | 70.25 |
2023-03-31 | $323k | 4.6k | 69.58 |
2022-12-31 | $349k | 4.9k | 71.41 |
2022-09-30 | $348k | 5.1k | 67.96 |
2022-06-30 | $296k | 4.1k | 71.39 |
2022-03-31 | $301k | 4.2k | 72.46 |
2021-12-31 | $288k | 4.2k | 68.65 |