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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

Tip: Access up to 7 years of quarterly data

All positions including Southern Company held by Coastal Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Southern Company by Coastal Investment Advisors

Quarter filed Position value Share count Share price at filing
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