Southern Company shares owned by GoalVest Advisory
Quarter-by-quarter ownership of Southern Company (SO) shares owned by GoalVest Advisory
from 13F filings
Historical chart of GoalVest Advisory investment in Southern Company
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Quarterly reported holdings in Southern Company by GoalVest Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 17k | 94.77 |
| 2025-06-30 | $1.4M | 16k | 91.83 |
| 2025-03-31 | $1.4M | 15k | 91.95 |
| 2024-12-31 | $1.1M | 13k | 82.32 |
| 2024-09-30 | $1.2M | 13k | 90.18 |
| 2024-06-30 | $994k | 13k | 77.57 |
| 2024-03-31 | $991k | 14k | 71.74 |
| 2023-12-31 | $877k | 13k | 70.12 |
| 2023-09-30 | $721k | 11k | 64.72 |
| 2023-06-30 | $1.1M | 16k | 68.97 |
| 2023-03-31 | $1.1M | 16k | 69.57 |
| 2022-12-31 | $1.0M | 14k | 71.41 |
| 2022-09-30 | $878k | 13k | 67.98 |
| 2022-06-30 | $829k | 12k | 70.78 |
| 2022-03-31 | $685k | 9.4k | 72.49 |
| 2021-06-30 | $533k | 8.8k | 60.53 |
| 2021-03-31 | $684k | 11k | 62.15 |
| 2020-12-31 | $1.1M | 18k | 61.43 |