Southern Company shares owned by Lee Financial
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Lee Financial
from 13F filings
Historical chart of Lee Financial investment in Southern Company
Tip: Access up to 7 years of quarterly data
All positions including Southern Company held by Lee Financial consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Southern Company by Lee Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $69k | 977 | 70.12 |
| 2023-09-30 | $55k | 850 | 64.72 |
| 2023-06-30 | $60k | 850 | 70.25 |
| 2023-03-31 | $59k | 850 | 69.58 |
| 2022-12-31 | $62k | 868 | 71.41 |
| 2022-09-30 | $66k | 967 | 67.97 |
| 2022-06-30 | $69k | 967 | 71.43 |
| 2022-03-31 | $62k | 850 | 72.94 |
| 2021-12-31 | $8.0k | 115 | 69.57 |
| 2021-09-30 | $6.0k | 100 | 60.00 |
| 2021-06-30 | $20k | 325 | 61.54 |
| 2021-03-31 | $20k | 325 | 61.54 |
| 2020-12-31 | $34k | 550 | 61.82 |
| 2020-09-30 | $30k | 550 | 54.55 |
| 2020-06-30 | $48k | 933 | 51.45 |
| 2020-03-31 | $51k | 933 | 54.66 |
| 2019-12-31 | $59k | 933 | 63.24 |
| 2019-09-30 | $58k | 933 | 62.17 |
| 2019-06-30 | $52k | 933 | 55.73 |
| 2019-03-31 | $28k | 550 | 50.91 |
| 2018-12-31 | $10k | 225 | 44.44 |
| 2018-09-30 | $28k | 649 | 43.14 |
| 2018-06-30 | $68k | 1.5k | 46.22 |
| 2018-03-31 | $65k | 1.5k | 44.68 |
| 2017-12-31 | $31k | 649 | 47.77 |
| 2017-09-30 | $32k | 649 | 49.31 |
| 2017-06-30 | $31k | 649 | 47.77 |
| 2017-03-31 | $32k | 649 | 49.31 |
| 2016-12-31 | $32k | 649 | 49.31 |