SOUTHERN CO

Ticker: SO CUSIP: 842587107 Class: COM

Concord Wealth Partners's Holding History (CIK: 0001814214)

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

Q4 2025
Shares 40,779 Value ($000) $3,556 Avg Close $90.89 Range $83.80 - $100.02
Q3 2025
Shares 37,567 Value ($000) $3,560 Avg Close $92.22 Range $88.94 - $94.90
Q2 2025
Shares 44,504 Value ($000) $4,087 Avg Close $87.99 Range $81.08 - $91.39
Q1 2025
Shares 42,832 Value ($000) $3,938 Avg Close $84.13 Range $77.85 - $91.22
Q4 2024
Shares 40,161 Value ($000) $3,306 Avg Close $84.51 Range $78.74 - $90.64
Q3 2024
Shares 38,109 Value ($000) $3,437 Avg Close $81.63 Range $73.25 - $87.19
Q2 2024
Shares 30,254 Value ($000) $2,347 Avg Close $71.79 Range $63.69 - $76.94
Q1 2024
Shares 29,847 Value ($000) $2,141 Avg Close $64.75 Range $61.67 - $67.82
Q4 2023
Shares 23,308 Value ($000) $1,634 Avg Close $63.75 Range $56.88 - $68.52
Q3 2023
Shares 20,697 Value ($000) $1,340 Avg Close $63.78 Range $59.47 - $67.53
Q2 2023
Shares 18,053 Value ($000) $1,268 Avg Close $65.30 Range $61.83 - $68.67
Q1 2023
Shares 12,554 Value ($000) $873 Avg Close $60.67 Range $55.92 - $65.49
Q4 2022
Shares 6,518 Value ($000) $465 Avg Close $59.62 Range $53.86 - $65.30
Q3 2022
Shares 6,913 Value ($000) $470 Avg Close $66.95 Range $60.20 - $71.48
Q2 2022
Shares 7,568 Value ($000) $540 Avg Close $64.29 Range $56.98 - $67.30
Q1 2022
Shares 7,505 Value ($000) $544 Avg Close $58.69 Range $53.82 - $63.77
Q4 2021
Shares 7,489 Value ($000) $514 Avg Close $54.72 Range $52.45 - $59.41
Q3 2021
Shares 6,720 Value ($000) $416 Avg Close $54.69 Range $51.20 - $57.64
Q2 2021
Shares 6,990 Value ($000) $423 Avg Close $53.77 Range $50.79 - $55.98
Q1 2021
Shares 7,008 Value ($000) $436 Avg Close $49.84 Range $47.42 - $52.36
Q4 2020
Shares 6,990 Value ($000) $429 Avg Close $49.52 Range $44.23 - $53.74