Southern Company shares owned by Coastal Investment Advisors
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Coastal Investment Advisors
from 13F filings
Historical chart of Coastal Investment Advisors investment in Southern Company
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Quarterly reported holdings in Southern Company by Coastal Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $200k | 2.2k | 91.95 |
| 2024-09-30 | $348k | 3.9k | 89.85 |
| 2024-06-30 | $1.2M | 15k | 77.57 |
| 2024-03-31 | $1.2M | 17k | 71.74 |
| 2023-12-31 | $970k | 14k | 70.12 |
| 2023-09-30 | $942k | 13k | 70.25 |
| 2023-06-30 | $956k | 14k | 70.25 |
| 2023-03-31 | $948k | 14k | 69.58 |
| 2022-12-31 | $986k | 14k | 71.41 |
| 2022-09-30 | $917k | 14k | 67.99 |
| 2022-06-30 | $985k | 14k | 73.11 |
| 2022-03-31 | $1.1M | 15k | 72.54 |
| 2021-12-31 | $992k | 15k | 68.58 |
| 2021-09-30 | $884k | 14k | 61.99 |
| 2021-06-30 | $843k | 14k | 60.50 |
| 2021-03-31 | $859k | 14k | 62.19 |
| 2020-12-31 | $588k | 9.6k | 61.44 |
| 2020-09-30 | $563k | 10k | 54.20 |
| 2020-06-30 | $379k | 7.3k | 51.84 |
| 2020-03-31 | $369k | 6.8k | 54.19 |
| 2019-12-31 | $594k | 9.2k | 64.52 |
| 2019-09-30 | $663k | 9.9k | 66.67 |
| 2019-06-30 | $839k | 15k | 55.00 |
| 2019-03-31 | $289k | 5.6k | 51.85 |
More positions owned by Coastal Investment Advisors
View all positions for Coastal Investment Advisors