Southern Company shares owned by TrinityPoint Wealth
Quarter-by-quarter ownership of Southern Company (SO) shares owned by TrinityPoint Wealth
from 13F filings
Historical chart of TrinityPoint Wealth investment in Southern Company
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Quarterly reported holdings in Southern Company by TrinityPoint Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.1M | 15k | 70.12 |
| 2023-09-30 | $1.0M | 16k | 64.72 |
| 2023-06-30 | $1.0M | 15k | 70.25 |
| 2023-03-31 | $1.0M | 15k | 69.58 |
| 2022-12-31 | $1.1M | 16k | 71.41 |
| 2022-09-30 | $1.1M | 16k | 67.98 |
| 2022-06-30 | $1.0M | 15k | 71.33 |
| 2022-03-31 | $993k | 14k | 72.51 |
| 2021-12-31 | $953k | 14k | 68.60 |
| 2021-09-30 | $873k | 14k | 61.96 |
| 2021-06-30 | $852k | 14k | 60.48 |
| 2021-03-31 | $876k | 14k | 62.19 |
| 2020-12-31 | $841k | 14k | 59.70 |
| 2020-09-30 | $773k | 14k | 54.19 |
| 2020-06-30 | $1.4M | 26k | 51.85 |
| 2020-03-31 | $1.4M | 25k | 54.13 |
| 2019-12-31 | $1.5M | 24k | 63.68 |
| 2019-09-30 | $1.5M | 24k | 61.74 |
| 2019-06-30 | $750k | 14k | 55.63 |
| 2019-03-31 | $655k | 13k | 51.65 |
| 2018-12-31 | $557k | 13k | 43.92 |