Southern Company shares owned by Independent Advisor Alliance
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Independent Advisor Alliance
from 13F filings
Historical chart of Independent Advisor Alliance investment in Southern Company
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Quarterly reported holdings in Southern Company by Independent Advisor Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $8.7M | 121k | 71.74 |
| 2023-12-31 | $8.7M | 124k | 70.12 |
| 2023-09-30 | $8.2M | 126k | 64.72 |
| 2023-06-30 | $8.1M | 116k | 70.25 |
| 2023-03-31 | $8.0M | 115k | 69.58 |
| 2022-12-31 | $7.7k | 108k | 0.07 |
| 2022-09-30 | $6.8M | 100k | 68.00 |
| 2022-06-30 | $17M | 232k | 71.31 |
| 2022-03-31 | $17M | 233k | 72.51 |
| 2021-12-31 | $17M | 250k | 68.58 |
| 2021-09-30 | $15M | 241k | 61.97 |
| 2021-06-30 | $14M | 229k | 60.51 |
| 2021-03-31 | $14M | 223k | 62.16 |
| 2020-12-31 | $13M | 218k | 61.43 |
| 2020-09-30 | $12M | 214k | 54.22 |
| 2020-06-30 | $11M | 214k | 51.85 |
| 2020-03-31 | $11M | 203k | 54.14 |
| 2019-12-31 | $16M | 243k | 63.70 |
| 2019-09-30 | $15M | 249k | 61.77 |
| 2019-06-30 | $12k | 242k | 0.05 |
| 2019-03-31 | $11M | 203k | 51.73 |
| 2018-12-31 | $8.4M | 191k | 43.92 |
| 2018-09-30 | $6.6M | 160k | 41.69 |
| 2018-06-30 | $6.8M | 152k | 44.61 |
| 2018-03-31 | $6.1M | 139k | 44.21 |
| 2017-12-31 | $6.2M | 132k | 47.20 |
| 2017-09-30 | $6.3M | 127k | 49.65 |
| 2017-06-30 | $5.2M | 110k | 47.28 |
| 2017-03-31 | $3.0M | 59k | 50.43 |
| 2016-12-31 | $2.7M | 56k | 49.06 |
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