Southern Company shares owned by Trinity Legacy Partners
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Trinity Legacy Partners
from 13F filings
Historical chart of Trinity Legacy Partners investment in Southern Company
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Quarterly reported holdings in Southern Company by Trinity Legacy Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $4.8M | 59k | 82.32 |
| 2024-09-30 | $4.9M | 55k | 89.84 |
| 2024-06-30 | $4.3M | 56k | 77.57 |
| 2024-03-31 | $4.0M | 55k | 71.74 |
| 2023-12-31 | $3.3M | 47k | 70.12 |
| 2023-09-30 | $3.1M | 48k | 64.72 |
| 2023-06-30 | $3.8M | 54k | 70.25 |
| 2023-03-31 | $3.5M | 51k | 69.58 |
| 2022-12-31 | $3.6M | 50k | 71.41 |
| 2022-09-30 | $3.3M | 48k | 68.00 |
| 2022-06-30 | $239k | 3.3k | 71.86 |
| 2022-03-31 | $234k | 3.2k | 72.36 |
| 2021-12-31 | $222k | 3.2k | 68.65 |
| 2021-03-31 | $286k | 4.4k | 64.94 |
| 2020-12-31 | $278k | 4.5k | 61.36 |
| 2020-09-30 | $598k | 10k | 58.31 |
| 2020-06-30 | $2.8M | 54k | 52.61 |
| 2020-03-31 | $2.8M | 53k | 52.41 |
| 2019-12-31 | $3.4M | 54k | 63.26 |
| 2019-09-30 | $3.3M | 54k | 60.93 |
| 2019-06-30 | $3.1M | 54k | 58.32 |
| 2019-03-31 | $217k | 4.2k | 51.73 |