SOUTHERN CO

Ticker: SO CUSIP: 842587107 Class: COM

Summit Trail Advisors, LLC's Holding History (CIK: 0001698478)

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

Q4 2025
Shares 22,656 Value ($000) $1,976 Avg Close $90.89 Range $83.80 - $100.02
Q3 2025
Shares 30,323 Value ($000) $2,874 Avg Close $92.22 Range $88.94 - $94.90
Q2 2025
Shares 24,790 Value ($000) $2,276 Avg Close $87.99 Range $81.08 - $91.39
Q3 2024
Shares 13,089 Value ($000) $1,180 Avg Close $81.63 Range $73.25 - $87.19
Q2 2024
Shares 8,709 Value ($000) $676 Avg Close $71.79 Range $63.69 - $76.94
Q1 2024
Shares 8,435 Value ($000) $605 Avg Close $64.75 Range $61.67 - $67.82
Q4 2023
Shares 8,162 Value ($000) $572 Avg Close $63.75 Range $56.88 - $68.52
Q3 2023
Shares 8,558 Value ($000) $554 Avg Close $63.78 Range $59.47 - $67.53
Q2 2023
Shares 9,410 Value ($000) $661 Avg Close $65.30 Range $61.83 - $68.67
Q1 2023
Shares 6,348 Value ($000) $442 Avg Close $60.67 Range $55.92 - $65.49
Q4 2022
Shares 6,326 Value ($000) $452 Avg Close $59.62 Range $53.86 - $65.30
Q3 2022
Shares 7,140 Value ($000) $486 Avg Close $66.95 Range $60.20 - $71.48
Q2 2022
Shares 6,163 Value ($000) $439 Avg Close $64.29 Range $56.98 - $67.30
Q1 2022
Shares 5,052 Value ($000) $366 Avg Close $58.69 Range $53.82 - $63.77
Q4 2021
Shares 4,934 Value ($000) $338 Avg Close $54.72 Range $52.45 - $59.41
Q3 2021
Shares 4,878 Value ($000) $302 Avg Close $54.69 Range $51.20 - $57.64
Q2 2021
Shares 4,644 Value ($000) $281 Avg Close $53.77 Range $50.79 - $55.98
Q1 2021
Shares 5,636 Value ($000) $350 Avg Close $49.84 Range $47.42 - $52.36
Q4 2020
Shares 5,916 Value ($000) $363 Avg Close $49.52 Range $44.23 - $53.74
Q2 2020
Shares 5,299 Value ($000) $275 Avg Close $44.76 Range $39.42 - $49.51
Q1 2020
Shares 16,912 Value ($000) $916 Avg Close $50.47 Range $33.58 - $56.40
Q3 2019
Shares 5,872 Value ($000) $363 Avg Close $45.27 Range $42.29 - $48.97
Q2 2019
Shares 4,836 Value ($000) $267 Avg Close $41.35 Range $39.08 - $43.92
Q1 2018
Shares 10,051 Value ($000) $227 Avg Close $32.15 Range $30.69 - $34.60
Q4 2017
Shares 8,354 Value ($000) $378 Avg Close $36.45 Range $34.49 - $38.09