SOUTHERN CO

Ticker: SO CUSIP: 842587107 Class: COM

Foundations Investment Advisors, LLC's Holding History (CIK: 0001743404)

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

Q4 2025
Shares 257,096 Value ($000) $22,419 Avg Close $90.89 Range $83.80 - $100.02
Q3 2025
Shares 224,580 Value ($000) $21,283 Avg Close $92.22 Range $88.94 - $94.90
Q2 2025
Shares 203,309 Value ($000) $18,670 Avg Close $87.99 Range $81.08 - $91.39
Q1 2025
Shares 164,123 Value ($000) $15,091 Avg Close $84.13 Range $77.85 - $91.22
Q4 2024
Shares 146,632 Value ($000) $12,071 Avg Close $84.51 Range $78.74 - $90.64
Q3 2024
Shares 105,001 Value ($000) $9,469 Avg Close $81.63 Range $73.25 - $87.19
Q2 2024
Shares 65,161 Value ($000) $5,055 Avg Close $71.79 Range $63.69 - $76.94
Q1 2024
Shares 61,725 Value ($000) $4,428 Avg Close $64.75 Range $61.67 - $67.82
Q4 2023
Shares 60,006 Value ($000) $4,230 Avg Close $63.75 Range $56.88 - $68.52
Q3 2023
Shares 61,926 Value ($000) $4,008 Avg Close $63.78 Range $59.47 - $67.53
Q2 2023
Shares 59,949 Value ($000) $4,211 Avg Close $65.30 Range $61.83 - $68.67
Q1 2023
Shares 58,467 Value ($000) $4,068 Avg Close $60.67 Range $55.92 - $65.49
Q4 2022
Shares 45,135 Value ($000) $3,223 Avg Close $59.62 Range $53.86 - $65.30
Q3 2022
Shares 16,065 Value ($000) $1,092 Avg Close $66.95 Range $60.20 - $71.48
Q2 2022
Shares 10,847 Value ($000) $775 Avg Close $64.29 Range $56.98 - $67.30
Q1 2022
Shares 4,734 Value ($000) $360 Avg Close $58.69 Range $53.82 - $63.77
Q4 2021
Shares 4,911 Value ($000) $333 Avg Close $54.72 Range $52.45 - $59.41
Q3 2021
Shares 4,261 Value ($000) $264 Avg Close $54.69 Range $51.20 - $57.64
Q2 2021
Shares 4,107 Value ($000) $252 Avg Close $53.77 Range $50.79 - $55.98
Q1 2021
Shares 5,168 Value ($000) $325 Avg Close $49.84 Range $47.42 - $52.36
Q4 2020
Shares 4,084 Value ($000) $251 Avg Close $49.52 Range $44.23 - $53.74