Southern Company shares owned by Lokken Investment Group
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Lokken Investment Group
from 13F filings
Historical chart of Lokken Investment Group investment in Southern Company
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All positions including Southern Company held by Lokken Investment Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Southern Company by Lokken Investment Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $371k | 4.8k | 77.57 |
| 2024-03-31 | $343k | 4.8k | 71.74 |
| 2023-12-31 | $336k | 4.8k | 70.12 |
| 2023-09-30 | $310k | 4.8k | 64.72 |
| 2023-06-30 | $342k | 4.9k | 70.25 |
| 2023-03-31 | $339k | 4.9k | 69.58 |
| 2022-12-31 | $336k | 4.7k | 71.41 |
| 2022-09-30 | $320k | 4.7k | 68.07 |
| 2022-06-30 | $335k | 4.7k | 71.26 |
| 2022-03-31 | $345k | 4.7k | 73.39 |
| 2021-12-31 | $322k | 4.7k | 68.50 |
| 2021-09-30 | $291k | 4.7k | 61.90 |
| 2021-06-30 | $284k | 4.7k | 60.41 |
| 2021-03-31 | $292k | 4.7k | 62.11 |
| 2020-12-31 | $289k | 4.7k | 61.48 |
| 2012-03-31 | $292k | 4.7k | 62.11 |