Southern Company shares owned by Forum Financial Management
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Forum Financial Management
from 13F filings
Historical chart of Forum Financial Management investment in Southern Company
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Quarterly reported holdings in Southern Company by Forum Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $603k | 6.3k | 96.51 |
| 2025-12-31 | $420k | 4.8k | 87.20 |
| 2025-09-30 | $432k | 4.6k | 94.77 |
| 2025-06-30 | $559k | 6.1k | 91.83 |
| 2025-03-31 | $469k | 5.1k | 91.95 |
| 2024-12-31 | $421k | 5.1k | 82.32 |
| 2024-09-30 | $495k | 5.5k | 90.18 |
| 2024-06-30 | $501k | 6.5k | 77.57 |
| 2024-03-31 | $463k | 6.5k | 71.74 |
| 2023-12-31 | $431k | 6.1k | 70.12 |
| 2023-09-30 | $491k | 7.6k | 64.72 |
| 2023-06-30 | $531k | 7.6k | 70.25 |
| 2023-03-31 | $400k | 5.7k | 69.58 |
| 2022-12-31 | $414k | 5.8k | 71.41 |
| 2022-09-30 | $294k | 4.3k | 67.99 |
| 2022-06-30 | $308k | 4.3k | 71.23 |
| 2022-03-31 | $324k | 4.5k | 72.42 |
| 2021-12-31 | $307k | 4.5k | 68.62 |
More positions owned by Forum Financial Management
View all positions for Forum Financial Management