Southern Company shares owned by Halpern Financial
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Halpern Financial
from 13F filings
Historical chart of Halpern Financial investment in Southern Company
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Quarterly reported holdings in Southern Company by Halpern Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.3k | 47 | 91.60 |
| 2024-06-30 | $3.6k | 47 | 77.57 |
| 2023-09-30 | $36k | 550 | 64.72 |
| 2023-06-30 | $39k | 550 | 70.25 |
| 2023-03-31 | $38k | 550 | 69.58 |
| 2022-12-31 | $39k | 550 | 71.41 |
| 2022-09-30 | $37k | 550 | 68.00 |
| 2022-06-30 | $39k | 550 | 71.31 |
| 2022-03-31 | $40k | 550 | 72.51 |
| 2021-12-31 | $38k | 550 | 68.58 |