Southern Company shares owned by Tanglewood Legacy Advisors
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Tanglewood Legacy Advisors
from 13F filings
Historical chart of Tanglewood Legacy Advisors investment in Southern Company
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Quarterly reported holdings in Southern Company by Tanglewood Legacy Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $48k | 508 | 94.77 |
| 2025-06-30 | $47k | 508 | 91.83 |
| 2025-03-31 | $47k | 508 | 91.95 |
| 2024-12-31 | $42k | 508 | 82.32 |
| 2024-09-30 | $46k | 508 | 90.18 |
| 2024-06-30 | $39k | 508 | 77.57 |
| 2024-03-31 | $36k | 508 | 71.74 |
| 2023-12-31 | $36k | 508 | 70.12 |
| 2023-09-30 | $33k | 508 | 64.72 |
| 2023-06-30 | $36k | 508 | 70.25 |
| 2023-03-31 | $35k | 508 | 69.58 |
| 2022-12-31 | $36k | 508 | 71.41 |
More positions owned by Tanglewood Legacy Advisors
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