SOUTHERN CO

Ticker: SO CUSIP: 842587107 Class: COM

Advisor OS, LLC's Holding History (CIK: 0001767580)

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

Q4 2025
Shares 19,151 Value ($000) $1,670 Avg Close $90.89 Range $83.80 - $100.02
Q3 2025
Shares 18,149 Value ($000) $1,720 Avg Close $92.22 Range $88.94 - $94.90
Q2 2025
Shares 17,873 Value ($000) $1,641 Avg Close $87.99 Range $81.08 - $91.39
Q1 2025
Shares 16,222 Value ($000) $1,492 Avg Close $84.13 Range $77.85 - $91.22
Q4 2024
Shares 15,979 Value ($000) $1,315 Avg Close $84.51 Range $78.74 - $90.64
Q3 2024
Shares 16,224 Value ($000) $1,463 Avg Close $81.63 Range $73.25 - $87.19
Q2 2024
Shares 14,432 Value ($000) $1,119 Avg Close $71.79 Range $63.69 - $76.94
Q1 2024
Shares 12,068 Value ($000) $866 Avg Close $64.75 Range $61.67 - $67.82
Q4 2023
Shares 8,239 Value ($000) $578 Avg Close $63.75 Range $56.88 - $68.52
Q3 2023
Shares 6,161 Value ($000) $399 Avg Close $63.78 Range $59.47 - $67.53
Q2 2023
Shares 13,665 Value ($000) $960 Avg Close $65.30 Range $61.83 - $68.67
Q1 2023
Shares 20,307 Value ($000) $1,413 Avg Close $60.67 Range $55.92 - $65.49
Q4 2022
Shares 20,806 Value ($000) $1,486 Avg Close $59.62 Range $53.86 - $65.30
Q3 2022
Shares 16,054 Value ($000) $1,093 Avg Close $66.95 Range $60.20 - $71.48
Q2 2022
Shares 15,233 Value ($000) $1,087 Avg Close $64.29 Range $56.98 - $67.30
Q1 2022
Shares 10,883 Value ($000) $790 Avg Close $58.69 Range $53.82 - $63.77
Q4 2021
Shares 7,558 Value ($000) $519 Avg Close $54.72 Range $52.45 - $59.41
Q3 2021
Shares 6,672 Value ($000) $413 Avg Close $54.69 Range $51.20 - $57.64
Q2 2021
Shares 5,763 Value ($000) $349 Avg Close $53.77 Range $50.79 - $55.98
Q3 2020
Shares 4,103 Value ($000) $222 Avg Close $43.54 Range $41.64 - $45.59
Q2 2020
Shares 9,079 Value ($000) $471 Avg Close $44.76 Range $39.42 - $49.51