Southern Company shares owned by Triad Financial Advisors
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Triad Financial Advisors
from 13F filings
Historical chart of Triad Financial Advisors investment in Southern Company
Tip: Access up to 7 years of quarterly data
All positions including Southern Company held by Triad Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Southern Company by Triad Financial Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-09-30 | $295k | 4.6k | 64.73 |
2023-06-30 | $318k | 4.5k | 70.26 |
2023-03-31 | $315k | 4.5k | 69.59 |
2022-12-31 | $330k | 4.6k | 71.42 |
2022-09-30 | $323k | 4.8k | 67.96 |
2022-06-30 | $341k | 4.8k | 71.31 |
2022-03-31 | $346k | 4.8k | 72.61 |
2021-12-31 | $323k | 4.7k | 68.58 |