Southern Company shares owned by Merit Financial Group
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Merit Financial Group
from 13F filings
Historical chart of Merit Financial Group investment in Southern Company
Tip: Access up to 7 years of quarterly data
All positions including Southern Company held by Merit Financial Group consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Southern Company by Merit Financial Group
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $3.3M | 43k | 75.85 |
2023-12-31 | $2.8M | 40k | 70.12 |
2023-09-30 | $2.3M | 35k | 64.72 |
2023-06-30 | $2.8M | 39k | 70.25 |
2023-03-31 | $2.5M | 36k | 69.58 |
2022-12-31 | $2.6M | 36k | 71.41 |
2022-09-30 | $2.4M | 36k | 68.00 |
2022-06-30 | $2.8M | 39k | 71.31 |
2022-03-31 | $2.0M | 28k | 72.50 |
2021-12-31 | $1.3M | 19k | 68.60 |
2021-09-30 | $1.2M | 19k | 61.99 |
2021-06-30 | $1.1M | 19k | 60.52 |
2021-03-31 | $1.1M | 18k | 62.14 |
2020-12-31 | $1.1M | 18k | 61.41 |
2020-09-30 | $892k | 17k | 54.19 |
2020-06-30 | $753k | 15k | 51.86 |
2020-03-31 | $794k | 15k | 54.15 |
2019-12-31 | $913k | 14k | 63.73 |
2019-09-30 | $875k | 14k | 61.79 |
2019-06-30 | $771k | 14k | 55.25 |
2019-03-31 | $687k | 13k | 51.65 |
2018-12-31 | $561k | 13k | 43.91 |
2018-09-30 | $552k | 13k | 43.56 |
2018-06-30 | $514k | 11k | 46.24 |
2018-03-31 | $531k | 12k | 44.60 |
2017-12-31 | $551k | 12k | 48.04 |