Southern Company shares owned by ValMark Advisers
Quarter-by-quarter ownership of Southern Company (SO) shares owned by ValMark Advisers
from 13F filings
Historical chart of ValMark Advisers investment in Southern Company
Tip: Access up to 7 years of quarterly data
All positions including Southern Company held by ValMark Advisers consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Southern Company by ValMark Advisers
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $793k | 11k | 70.12 |
2023-09-30 | $809k | 13k | 64.72 |
2023-06-30 | $876k | 13k | 70.25 |
2023-03-31 | $920k | 13k | 69.58 |
2022-12-31 | $751k | 11k | 71.41 |
2022-09-30 | $724k | 11k | 68.04 |
2022-06-30 | $768k | 11k | 71.29 |
2022-03-31 | $784k | 11k | 72.47 |
2021-12-31 | $673k | 9.8k | 68.58 |
2021-09-30 | $551k | 8.9k | 62.01 |
2021-06-30 | $616k | 10k | 60.52 |
2021-03-31 | $465k | 7.5k | 62.22 |
2020-12-31 | $334k | 5.4k | 61.41 |
2020-09-30 | $364k | 6.7k | 54.16 |
2020-06-30 | $362k | 7.0k | 51.89 |
2020-03-31 | $243k | 4.5k | 54.20 |
2019-12-31 | $297k | 4.7k | 63.68 |
2019-09-30 | $282k | 4.6k | 61.71 |
2019-06-30 | $223k | 4.0k | 55.17 |