Southern Company shares owned by Lloyd Advisory Services
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Lloyd Advisory Services
from 13F filings
Historical chart of Lloyd Advisory Services investment in Southern Company
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Quarterly reported holdings in Southern Company by Lloyd Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $135k | 1.6k | 87.18 |
| 2025-09-30 | $354k | 3.7k | 94.79 |
| 2025-06-30 | $304k | 3.3k | 91.83 |
| 2025-03-31 | $343k | 3.7k | 91.96 |
| 2024-12-31 | $298k | 3.6k | 82.30 |
| 2024-09-30 | $337k | 3.7k | 90.18 |
| 2024-06-30 | $376k | 4.8k | 77.57 |
| 2022-06-30 | $230k | 3.2k | 71.19 |
| 2022-03-31 | $220k | 3.0k | 72.34 |
| 2021-12-31 | $208k | 3.0k | 68.74 |
| 2021-09-30 | $187k | 3.0k | 62.11 |
| 2021-06-30 | $189k | 3.1k | 60.50 |
| 2021-03-31 | $194k | 3.1k | 62.22 |
| 2020-12-31 | $201k | 3.3k | 61.49 |
| 2020-09-30 | $160k | 2.9k | 54.31 |
| 2020-06-30 | $183k | 3.5k | 51.72 |
| 2020-03-31 | $142k | 2.6k | 54.30 |
| 2019-12-31 | $371k | 5.8k | 63.79 |