Southern Company shares owned by Monte Financial Group
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Monte Financial Group
from 13F filings
Historical chart of Monte Financial Group investment in Southern Company
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Quarterly reported holdings in Southern Company by Monte Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.3M | 18k | 71.74 |
| 2023-12-31 | $1.3M | 18k | 70.12 |
| 2023-09-30 | $1.2M | 18k | 64.72 |
| 2023-06-30 | $1.3M | 18k | 70.25 |
| 2023-03-31 | $1.6M | 22k | 69.58 |
| 2022-12-31 | $1.6M | 22k | 71.41 |
| 2022-09-30 | $1.6M | 23k | 67.98 |
| 2022-06-30 | $5.3M | 75k | 71.31 |
| 2022-03-31 | $5.9M | 82k | 72.52 |
| 2021-12-31 | $5.6M | 81k | 68.58 |
| 2021-09-30 | $4.1M | 67k | 61.97 |
| 2021-06-30 | $4.1M | 67k | 60.51 |
| 2021-03-31 | $4.1M | 67k | 62.17 |
| 2020-12-31 | $3.5M | 56k | 61.43 |
| 2020-09-30 | $3.1M | 57k | 54.22 |
| 2020-06-30 | $3.0M | 57k | 51.85 |
| 2020-03-31 | $1.7M | 32k | 54.15 |
| 2019-12-31 | $2.5M | 40k | 63.70 |
| 2019-09-30 | $3.2M | 52k | 61.78 |
| 2019-06-30 | $3.0M | 54k | 55.27 |
| 2019-03-31 | $3.2M | 63k | 51.69 |
| 2018-12-31 | $2.7M | 61k | 43.93 |
| 2018-09-30 | $2.6M | 59k | 43.59 |
| 2018-06-30 | $2.6M | 57k | 46.31 |
| 2018-03-31 | $2.7M | 61k | 44.67 |
| 2017-12-31 | $2.3M | 48k | 48.08 |