Southern Company shares owned by Kapstone Financial Advisors
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Kapstone Financial Advisors
from 13F filings
Historical chart of Kapstone Financial Advisors investment in Southern Company
Tip: Access up to 7 years of quarterly data
All positions including Southern Company held by Kapstone Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Southern Company by Kapstone Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $457k | 5.9k | 77.57 |
| 2024-03-31 | $427k | 6.0k | 71.74 |
| 2023-09-30 | $381k | 5.9k | 64.72 |
| 2023-06-30 | $418k | 5.9k | 71.28 |
| 2023-03-31 | $425k | 5.9k | 72.46 |
| 2022-12-31 | $403k | 5.9k | 68.62 |
More positions owned by Kapstone Financial Advisors
View all positions for Kapstone Financial Advisors