Southern Company shares owned by Keystone Financial Planning
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Keystone Financial Planning
from 13F filings
Historical chart of Keystone Financial Planning investment in Southern Company
Tip: Access up to 7 years of quarterly data
All positions including Southern Company held by Keystone Financial Planning consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Southern Company by Keystone Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $395k | 5.5k | 71.74 |
| 2023-12-31 | $386k | 5.5k | 70.12 |
| 2023-09-30 | $357k | 5.5k | 64.72 |
| 2023-06-30 | $387k | 5.5k | 70.25 |
| 2023-03-31 | $383k | 5.5k | 69.58 |
| 2022-12-31 | $393k | 5.5k | 71.41 |
| 2022-09-30 | $375k | 5.5k | 68.08 |
| 2022-06-30 | $489k | 6.9k | 71.28 |
| 2022-03-31 | $497k | 6.9k | 72.45 |
| 2021-12-31 | $470k | 6.9k | 68.51 |
| 2021-09-30 | $425k | 6.9k | 61.95 |
| 2021-06-30 | $415k | 6.9k | 60.50 |
| 2021-03-31 | $426k | 6.9k | 62.10 |
| 2020-12-31 | $421k | 6.9k | 61.37 |
| 2020-09-30 | $372k | 6.9k | 54.23 |
| 2020-06-30 | $356k | 6.9k | 51.90 |
| 2020-03-31 | $371k | 6.9k | 54.08 |
| 2019-12-31 | $447k | 7.0k | 63.77 |
| 2019-09-30 | $433k | 7.0k | 61.77 |
| 2019-06-30 | $388k | 7.0k | 55.35 |
| 2019-03-31 | $362k | 7.0k | 51.64 |
| 2018-12-31 | $308k | 7.0k | 43.94 |
| 2018-09-30 | $313k | 7.2k | 43.66 |
| 2018-06-30 | $332k | 7.2k | 46.31 |
| 2018-03-31 | $320k | 7.2k | 44.64 |
| 2017-12-31 | $345k | 7.2k | 48.12 |
| 2017-09-30 | $352k | 7.2k | 49.10 |
| 2017-06-30 | $343k | 7.2k | 47.84 |
| 2017-03-31 | $357k | 7.2k | 49.80 |
| 2016-12-31 | $353k | 7.2k | 49.24 |
| 2016-09-30 | $368k | 7.2k | 51.33 |
| 2016-06-30 | $384k | 7.2k | 53.56 |
| 2016-03-31 | $371k | 7.2k | 51.75 |
| 2015-12-31 | $335k | 7.2k | 46.73 |
| 2015-09-30 | $320k | 7.2k | 44.64 |
| 2015-06-30 | $300k | 7.2k | 41.85 |
| 2015-03-31 | $317k | 7.2k | 44.22 |
| 2014-12-31 | $805k | 16k | 49.14 |
| 2014-09-30 | $752k | 17k | 43.63 |
| 2014-06-30 | $782k | 17k | 45.37 |
| 2014-03-31 | $765k | 17k | 43.91 |
| 2013-12-31 | $716k | 17k | 41.10 |
More positions owned by Keystone Financial Planning
View all positions for Keystone Financial Planning