Southern Company shares owned by Advantage Trust
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Advantage Trust
from 13F filings
Historical chart of Advantage Trust investment in Southern Company
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All positions including Southern Company held by Advantage Trust consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Southern Company by Advantage Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $30k | 321 | 94.77 |
| 2025-06-30 | $30k | 321 | 91.83 |
| 2025-03-31 | $1.9k | 21 | 91.95 |
| 2024-12-31 | $25k | 300 | 82.32 |
| 2024-09-30 | $27k | 300 | 90.18 |
| 2024-06-30 | $23k | 300 | 77.57 |
| 2024-03-31 | $22k | 300 | 71.74 |
| 2023-12-31 | $21k | 300 | 70.12 |