Southern Company shares owned by Montecito Bank & Trust
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Montecito Bank & Trust
from 13F filings
Historical chart of Montecito Bank & Trust investment in Southern Company
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Quarterly reported holdings in Southern Company by Montecito Bank & Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $800k | 8.9k | 90.18 |
| 2024-06-30 | $647k | 8.3k | 77.57 |
| 2024-03-31 | $619k | 8.6k | 71.74 |
| 2023-12-31 | $406k | 5.8k | 70.12 |
| 2023-09-30 | $375k | 5.8k | 64.72 |
| 2023-06-30 | $407k | 5.8k | 70.25 |
| 2023-03-31 | $443k | 6.4k | 69.58 |
| 2022-12-31 | $612k | 8.6k | 71.38 |
| 2022-09-30 | $619k | 9.1k | 67.95 |
| 2022-06-30 | $607k | 8.5k | 71.37 |
| 2022-03-31 | $655k | 9.0k | 72.55 |
| 2021-12-31 | $619k | 9.0k | 68.55 |
| 2021-09-30 | $559k | 9.0k | 61.96 |
| 2021-06-30 | $546k | 9.0k | 60.53 |
| 2021-03-31 | $561k | 9.0k | 62.11 |
| 2020-12-31 | $554k | 9.0k | 61.39 |
| 2020-09-30 | $490k | 9.0k | 54.24 |
| 2020-06-30 | $468k | 9.0k | 51.80 |
| 2020-03-31 | $364k | 6.7k | 54.08 |
| 2019-12-31 | $429k | 6.7k | 63.66 |
| 2019-09-30 | $416k | 6.7k | 61.74 |
| 2019-06-30 | $395k | 7.1k | 55.33 |
| 2019-03-31 | $368k | 7.1k | 51.60 |
| 2018-12-31 | $314k | 7.1k | 43.95 |
| 2018-09-30 | $302k | 6.9k | 43.59 |
| 2018-06-30 | $320k | 6.9k | 46.25 |
| 2018-03-31 | $330k | 7.4k | 44.68 |
| 2017-12-31 | $357k | 7.4k | 48.13 |
| 2017-09-30 | $372k | 7.6k | 49.16 |
| 2017-06-30 | $417k | 8.7k | 47.93 |
| 2017-03-31 | $385k | 7.7k | 49.82 |
| 2016-12-31 | $381k | 7.8k | 49.13 |
| 2016-09-30 | $382k | 7.4k | 51.28 |
| 2016-06-30 | $356k | 6.6k | 53.61 |
| 2016-03-31 | $302k | 5.8k | 51.71 |
| 2015-12-31 | $273k | 5.8k | 46.75 |
| 2015-09-30 | $256k | 5.7k | 44.71 |
| 2015-06-30 | $233k | 5.3k | 44.23 |
| 2015-03-31 | $233k | 5.3k | 44.23 |
| 2014-12-31 | $259k | 5.3k | 49.16 |