SOUTHERN CO

Ticker: SO CUSIP: 842587107 Class: COM

Robertson Stephens Wealth Management, LLC's Holding History (CIK: 0001767307)

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

Q4 2025
Shares 5,167 Value ($000) $451 Avg Close $90.89 Range $83.80 - $100.02
Q3 2025
Shares 4,899 Value ($000) $464 Avg Close $92.22 Range $88.94 - $94.90
Q2 2025
Shares 5,622 Value ($000) $516 Avg Close $87.99 Range $81.08 - $91.39
Q1 2025
Shares 8,704 Value ($000) $800 Avg Close $84.13 Range $77.85 - $91.22
Q4 2024
Shares 8,963 Value ($000) $738 Avg Close $84.51 Range $78.74 - $90.64
Q3 2024
Shares 6,006 Value ($000) $542 Avg Close $81.63 Range $73.25 - $87.19
Q2 2024
Shares 4,585 Value ($000) $356 Avg Close $71.79 Range $63.69 - $76.94
Q1 2024
Shares 3,845 Value ($000) $276 Avg Close $64.75 Range $61.67 - $67.82
Q4 2023
Shares 3,866 Value ($000) $271 Avg Close $63.75 Range $56.88 - $68.52
Q3 2023
Shares 4,604 Value ($000) $298 Avg Close $63.78 Range $59.47 - $67.53
Q2 2023
Shares 4,598 Value ($000) $323 Avg Close $65.30 Range $61.83 - $68.67
Q1 2023
Shares 4,765 Value ($000) $332 Avg Close $60.67 Range $55.92 - $65.49
Q4 2022
Shares 3,815 Value ($000) $272 Avg Close $59.62 Range $53.86 - $65.30
Q3 2022
Shares 3,764 Value ($000) $255 Avg Close $66.95 Range $60.20 - $71.48
Q2 2022
Shares 3,764 Value ($000) $268 Avg Close $64.29 Range $56.98 - $67.30
Q1 2022
Shares 3,764 Value ($000) $272 Avg Close $58.69 Range $53.82 - $63.77
Q4 2021
Shares 3,674 Value ($000) $251 Avg Close $54.72 Range $52.45 - $59.41
Q3 2021
Shares 3,622 Value ($000) $224 Avg Close $54.69 Range $51.20 - $57.64
Q2 2021
Shares 3,672 Value ($000) $222 Avg Close $53.77 Range $50.79 - $55.98
Q1 2021
Shares 3,666 Value ($000) $227 Avg Close $49.84 Range $47.42 - $52.36
Q4 2020
Shares 3,622 Value ($000) $222 Avg Close $49.52 Range $44.23 - $53.74
Q3 2020
Shares 3,757 Value ($000) $203 Avg Close $43.54 Range $41.64 - $45.59