Southern Company shares owned by Strategic Financial
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Strategic Financial
from 13F filings
Historical chart of Strategic Financial investment in Southern Company
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Quarterly reported holdings in Southern Company by Strategic Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $539k | 7.7k | 70.12 |
| 2023-09-30 | $1.1M | 17k | 64.72 |
| 2023-06-30 | $1.2M | 17k | 70.25 |
| 2023-03-31 | $1.2M | 17k | 69.58 |
| 2022-12-31 | $1.2M | 17k | 71.41 |
| 2022-09-30 | $1.1M | 16k | 68.01 |
| 2022-06-30 | $1.2M | 17k | 71.30 |
| 2022-03-31 | $1.2M | 17k | 72.54 |
| 2021-12-31 | $1.1M | 16k | 68.61 |
| 2021-09-30 | $911k | 15k | 62.00 |
| 2021-06-30 | $880k | 15k | 60.51 |
| 2021-03-31 | $904k | 15k | 62.13 |
| 2020-12-31 | $905k | 15k | 61.40 |
| 2020-09-30 | $852k | 16k | 54.21 |
| 2020-06-30 | $803k | 16k | 51.88 |
| 2020-03-31 | $828k | 15k | 54.11 |
| 2019-12-31 | $974k | 15k | 63.72 |
| 2019-09-30 | $936k | 15k | 61.79 |
| 2019-06-30 | $846k | 15k | 55.30 |
| 2019-03-31 | $790k | 15k | 51.65 |
| 2018-12-31 | $817k | 19k | 43.94 |
| 2018-09-30 | $737k | 17k | 43.57 |
| 2018-06-30 | $802k | 17k | 46.28 |
| 2018-03-31 | $238k | 5.3k | 44.67 |
| 2017-12-31 | $268k | 5.6k | 48.05 |
| 2017-09-30 | $291k | 5.9k | 49.22 |
| 2017-06-30 | $283k | 5.9k | 47.87 |
| 2017-03-31 | $262k | 5.3k | 49.72 |
| 2016-12-31 | $247k | 5.0k | 49.21 |
| 2016-09-30 | $222k | 4.3k | 51.19 |
| 2016-06-30 | $236k | 4.4k | 53.27 |