Southern Company shares owned by Trinity Financial Advisors
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Trinity Financial Advisors
from 13F filings
Historical chart of Trinity Financial Advisors investment in Southern Company
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Quarterly reported holdings in Southern Company by Trinity Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $573k | 6.1k | 94.77 |
| 2025-06-30 | $554k | 6.0k | 91.83 |
| 2025-03-31 | $557k | 6.0k | 92.56 |
| 2024-12-31 | $333k | 4.1k | 82.06 |
| 2024-09-30 | $345k | 3.6k | 94.85 |
| 2024-06-30 | $281k | 3.6k | 77.57 |
| 2024-03-31 | $312k | 4.3k | 71.75 |
| 2023-12-31 | $318k | 4.5k | 70.11 |
| 2023-09-30 | $512k | 7.9k | 64.72 |
| 2023-06-30 | $617k | 8.8k | 70.25 |
| 2023-03-31 | $465k | 6.7k | 69.58 |
| 2022-09-30 | $734k | 11k | 68.01 |
More positions owned by Trinity Financial Advisors
View all positions for Trinity Financial Advisors