Southern Company shares owned by Security National Trust
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Security National Trust
from 13F filings
Historical chart of Security National Trust investment in Southern Company
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Quarterly reported holdings in Southern Company by Security National Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-09-30 | $120k | 2.0k | 60.57 |
| 2021-06-30 | $120k | 2.0k | 60.57 |
| 2021-03-31 | $110k | 1.8k | 62.22 |
| 2020-12-31 | $145k | 2.4k | 61.18 |
| 2020-09-30 | $101k | 1.9k | 54.67 |
| 2020-06-30 | $96k | 1.9k | 52.00 |
| 2020-03-31 | $101k | 1.9k | 54.67 |
| 2019-12-31 | $118k | 1.9k | 64.00 |
| 2019-09-30 | $99k | 1.6k | 62.00 |
| 2019-06-30 | $90k | 1.6k | 56.00 |
| 2019-03-31 | $83k | 1.6k | 52.00 |
| 2018-12-31 | $141k | 3.2k | 43.64 |
| 2018-09-30 | $198k | 4.5k | 43.64 |
| 2018-06-30 | $172k | 3.7k | 46.36 |
| 2018-03-31 | $120k | 2.7k | 44.55 |
| 2017-12-31 | $82k | 1.7k | 48.33 |
| 2017-09-30 | $87k | 1.8k | 48.57 |
| 2017-06-30 | $65k | 1.3k | 50.00 |
| 2017-03-31 | $70k | 1.4k | 50.00 |
| 2016-12-31 | $71k | 1.5k | 49.09 |
| 2016-09-30 | $75k | 1.5k | 51.43 |
| 2016-06-30 | $79k | 1.5k | 54.29 |
| 2016-03-31 | $77k | 1.5k | 51.95 |
| 2015-12-31 | $69k | 1.5k | 46.75 |
| 2015-09-30 | $66k | 1.5k | 44.16 |
| 2015-06-30 | $82k | 1.6k | 50.00 |
| 2015-03-31 | $82k | 1.6k | 50.00 |
| 2014-12-31 | $82k | 1.6k | 50.00 |
| 2014-09-30 | $70k | 1.6k | 44.00 |
| 2014-06-30 | $74k | 1.6k | 46.00 |
| 2014-03-31 | $89k | 2.0k | 44.20 |
| 2013-12-31 | $270k | 6.6k | 41.06 |
| 2013-09-30 | $271k | 6.6k | 41.24 |
| 2013-06-30 | $291k | 6.6k | 44.16 |
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