Southern Company shares owned by Capital Asset Advisory Services
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Capital Asset Advisory Services
from 13F filings
Historical chart of Capital Asset Advisory Services investment in Southern Company
Tip: Access up to 7 years of quarterly data
All positions including Southern Company held by Capital Asset Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Southern Company by Capital Asset Advisory Services
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $493k | 5.5k | 89.29 |
2024-06-30 | $423k | 5.4k | 78.13 |
2024-03-31 | $435k | 6.2k | 69.91 |
2023-12-31 | $496k | 7.1k | 70.12 |
2023-09-30 | $549k | 8.2k | 67.10 |
2023-06-30 | $710k | 9.9k | 71.38 |
2023-03-31 | $715k | 10k | 69.58 |
2022-12-31 | $791k | 11k | 74.63 |
2022-09-30 | $847k | 13k | 68.03 |
2022-06-30 | $1.0M | 15k | 71.30 |
2022-03-31 | $1.0M | 14k | 72.49 |
2021-12-31 | $934k | 14k | 68.61 |
2021-09-30 | $925k | 15k | 61.96 |
2021-06-30 | $859k | 14k | 60.53 |
2021-03-31 | $863k | 14k | 62.16 |
2020-12-31 | $751k | 12k | 61.43 |
2020-09-30 | $536k | 9.9k | 54.19 |
2020-06-30 | $530k | 9.8k | 54.21 |
2020-03-31 | $469k | 8.7k | 53.83 |
2019-12-31 | $691k | 10k | 68.56 |
More positions owned by Capital Asset Advisory Services
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