News + Filings Holdings
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Sugarloaf Wealth Management, LLC
> SO
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | SOUTHERN CO | SO | 52,162 | -1,781 | 3,664,346,000 | 3,660,677,000 | $70,249.34 |
| 09/30/2022 | SOUTHERN CO | SO | 53,943 | 3,006 | 3,669,000 | 37,000 | $68.02 |
| 06/30/2022 | SOUTHERN CO | SO | 50,937 | -115 | 3,632,000 | -70,000 | $71.30 |
| 03/31/2022 | SOUTHERN CO | SO | 51,052 | 4 | 3,702,000 | 201,000 | $72.51 |
| 12/31/2021 | SOUTHERN CO | SO | 51,048 | 52 | 3,501,000 | 341,000 | $68.58 |
| 09/30/2021 | SOUTHERN CO | SO | 50,996 | -275 | 3,160,000 | -14,000 | $61.97 |
| 06/30/2021 | SOUTHERN CO | SO | 51,239 | -32 | 3,100,000 | -74,000 | $60.50 |
| 03/31/2021 | SOUTHERN CO | SO | 51,271 | 87 | 3,174,000 | 30,000 | $61.91 |
| 12/31/2020 | SOUTHERN CO | SO | 51,184 | 50 | 3,144,000 | 372,000 | $61.43 |
| 09/30/2020 | SOUTHERN CO | SO | 51,134 | -1,624 | 2,772,000 | -15,000 | $54.21 |
| 06/30/2020 | SOUTHERN CO | SO | 52,758 | 148 | 2,787,000 | -61,000 | $52.83 |
| 03/31/2020 | SOUTHERN CO | SO | 52,610 | -3,274 | 2,848,000 | -712,000 | $54.13 |
| 12/31/2019 | SOUTHERN CO | SO | 55,884 | 55,884 | 3,560,000 | 3,560,000 | $63.70 |
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