Southern Company shares owned by Lido Advisors
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Lido Advisors
from 13F filings
Historical chart of Lido Advisors investment in Southern Company
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All positions including Southern Company held by Lido Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Southern Company by Lido Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $6.4M | 82k | 77.57 |
| 2024-03-31 | $6.7M | 93k | 71.74 |
| 2023-12-31 | $5.2M | 74k | 70.12 |
| 2023-09-30 | $4.9M | 76k | 64.72 |
| 2023-06-30 | $6.2M | 89k | 70.25 |
| 2023-03-31 | $5.2M | 74k | 69.59 |
| 2022-12-31 | $5.1M | 72k | 71.41 |
| 2022-09-30 | $5.6M | 83k | 68.00 |
| 2022-06-30 | $3.8M | 53k | 71.31 |
| 2022-03-31 | $3.3M | 45k | 72.50 |
| 2021-12-31 | $3.0M | 44k | 68.56 |
| 2021-09-30 | $2.6M | 42k | 61.96 |
| 2021-06-30 | $1.7M | 27k | 60.50 |
| 2021-03-31 | $1.6M | 26k | 62.16 |
| 2020-12-31 | $1.6M | 26k | 61.40 |
| 2020-09-30 | $1.4M | 26k | 54.21 |
| 2020-06-30 | $1.3M | 25k | 51.84 |
| 2020-03-31 | $1.4M | 26k | 54.12 |
| 2019-12-31 | $1.5M | 24k | 63.71 |
| 2019-09-30 | $2.6M | 43k | 61.77 |
| 2019-06-30 | $1.2M | 22k | 55.24 |
| 2019-03-31 | $1.3M | 26k | 51.67 |
| 2018-12-31 | $742k | 17k | 43.92 |
| 2018-09-30 | $635k | 15k | 43.56 |
| 2018-06-30 | $632k | 14k | 46.30 |
| 2018-03-31 | $582k | 13k | 44.63 |
| 2017-12-31 | $537k | 11k | 48.04 |
| 2017-09-30 | $567k | 11k | 52.17 |
| 2017-06-30 | $478k | 10k | 47.89 |
| 2017-03-31 | $497k | 9.9k | 50.05 |
| 2016-12-31 | $671k | 14k | 49.18 |
| 2016-09-30 | $495k | 9.7k | 51.25 |
| 2016-06-30 | $277k | 5.2k | 53.63 |