SOUTHERN CO

Ticker: SO CUSIP: 842587107 Class: COM

Beta Wealth Group, Inc.'s Holding History (CIK: 0001594417)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 6,324 Value ($000) $551 Avg Close $90.89 Range $83.80 - $100.02
Q3 2025
Shares 6,521 Value ($000) $618 Avg Close $92.22 Range $88.94 - $94.90
Q2 2025
Shares 6,527 Value ($000) $599 Avg Close $87.99 Range $81.08 - $91.39
Q1 2025
Shares 6,624 Value ($000) $609 Avg Close $84.13 Range $77.85 - $91.22
Q4 2024
Shares 6,719 Value ($000) $553 Avg Close $84.51 Range $78.74 - $90.64
Q3 2024
Shares 6,616 Value ($000) $597 Avg Close $81.63 Range $73.25 - $87.19
Q2 2024
Shares 6,816 Value ($000) $529 Avg Close $71.79 Range $63.69 - $76.94
Q1 2024
Shares 5,715 Value ($000) $410 Avg Close $64.75 Range $61.67 - $67.82
Q4 2023
Shares 5,510 Value ($000) $386 Avg Close $63.75 Range $56.88 - $68.52
Q3 2023
Shares 5,805 Value ($000) $376 Avg Close $63.78 Range $59.47 - $67.53
Q2 2023
Shares 5,600 Value ($000) $393 Avg Close $65.30 Range $61.83 - $68.67
Q1 2023
Shares 5,100 Value ($000) $355 Avg Close $60.67 Range $55.92 - $65.49
Q4 2022
Shares 4,800 Value ($000) $343 Avg Close $59.62 Range $53.86 - $65.30