Southern Company shares owned by Triad Financial Advisors
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Triad Financial Advisors
from 13F filings
Historical chart of Triad Financial Advisors investment in Southern Company
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All positions including Southern Company held by Triad Financial Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Southern Company by Triad Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $295k | 4.6k | 64.73 |
| 2023-06-30 | $318k | 4.5k | 70.26 |
| 2023-03-31 | $315k | 4.5k | 69.59 |
| 2022-12-31 | $330k | 4.6k | 71.42 |
| 2022-09-30 | $323k | 4.8k | 67.96 |
| 2022-06-30 | $341k | 4.8k | 71.31 |
| 2022-03-31 | $346k | 4.8k | 72.61 |
| 2021-12-31 | $323k | 4.7k | 68.58 |