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Southern Company shares owned by Bard Financial Services

Quarter-by-quarter ownership of Southern Company (SO) shares owned by Bard Financial Services from 13F filings

Historical chart of Bard Financial Services investment in Southern Company

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All positions including Southern Company held by Bard Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Southern Company by Bard Financial Services

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.2M 17k 70.12
2023-09-30 $1.1M 17k 64.72
2023-06-30 $1.2M 17k 70.25
2023-03-31 $1.2M 17k 69.58
2022-12-31 $1.6M 23k 71.43
2022-09-30 $1.6M 23k 68.01
2022-06-30 $1.6M 23k 71.30
2022-03-31 $1.7M 24k 72.52
2021-12-31 $1.6M 24k 68.57
2021-09-30 $1.5M 24k 61.98
2021-06-30 $1.4M 24k 60.52
2021-03-31 $1.5M 25k 62.14
2020-12-31 $1.5M 25k 61.45