Southern Company shares owned by Legacy Financial Advisors
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Legacy Financial Advisors
from 13F filings
Historical chart of Legacy Financial Advisors investment in Southern Company
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Quarterly reported holdings in Southern Company by Legacy Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $546k | 5.8k | 94.77 |
| 2025-06-30 | $520k | 5.7k | 91.83 |
| 2025-03-31 | $499k | 5.4k | 91.95 |
| 2024-12-31 | $414k | 5.0k | 82.32 |
| 2024-09-30 | $454k | 5.0k | 90.17 |
| 2024-06-30 | $400k | 5.2k | 77.57 |
| 2024-03-31 | $360k | 5.0k | 71.73 |
| 2023-12-31 | $342k | 4.9k | 70.12 |
| 2023-09-30 | $292k | 4.5k | 64.73 |
| 2023-06-30 | $301k | 4.3k | 70.25 |
| 2023-03-31 | $320k | 4.6k | 69.59 |
| 2022-12-31 | $336k | 4.7k | 71.41 |
| 2019-03-31 | $26k | 507 | 51.28 |
| 2018-12-31 | $14k | 319 | 43.89 |
| 2018-09-30 | $4.0k | 98 | 40.82 |
| 2018-06-30 | $5.0k | 98 | 51.02 |
| 2018-03-31 | $4.0k | 98 | 40.82 |
| 2017-12-31 | $7.0k | 153 | 45.75 |