Southern Company shares owned by Trivant Custom Portfolio Group
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Trivant Custom Portfolio Group
from 13F filings
Historical chart of Trivant Custom Portfolio Group investment in Southern Company
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Download as csvQuarterly reported holdings in Southern Company by Trivant Custom Portfolio Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $28k | 300 | 91.95 |
| 2024-12-31 | $25k | 300 | 82.32 |
| 2024-09-30 | $27k | 300 | 90.18 |
| 2024-06-30 | $23k | 300 | 77.57 |
| 2024-03-31 | $22k | 300 | 71.74 |
| 2023-12-31 | $21k | 300 | 70.12 |
| 2023-09-30 | $19k | 300 | 64.72 |
| 2023-06-30 | $21k | 300 | 70.25 |
| 2023-03-31 | $21k | 300 | 69.58 |
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