SOUTHERN CO

Ticker: SO CUSIP: 842587107 Class: COM

Rockbridge Investment Management, LCC's Holding History (CIK: 0001821984)

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

Q4 2025
Shares 2,606 Value ($000) $227 Avg Close $90.89 Range $83.80 - $100.02
Q3 2024
Shares 2,275 Value ($000) $205 Avg Close $81.63 Range $73.25 - $87.19
Q4 2023
Shares 2,275 Value ($000) $160 Avg Close $63.75 Range $56.88 - $68.52
Q2 2022
Shares 775 Value ($000) $55 Avg Close $64.29 Range $56.98 - $67.30
Q1 2022
Shares 775 Value ($000) $57 Avg Close $58.69 Range $53.82 - $63.77
Q4 2021
Shares 775 Value ($000) $53 Avg Close $54.72 Range $52.45 - $59.41
Q3 2021
Shares 750 Value ($000) $46 Avg Close $54.69 Range $51.20 - $57.64
Q2 2021
Shares 750 Value ($000) $45 Avg Close $53.77 Range $50.79 - $55.98
Q1 2021
Shares 750 Value ($000) $47 Avg Close $49.84 Range $47.42 - $52.36
Q4 2020
Shares 2,350 Value ($000) $144 Avg Close $49.52 Range $44.23 - $53.74
Q3 2020
Shares 550 Value ($000) $30 Avg Close $43.54 Range $41.64 - $45.59
Q2 2020
Shares 847 Value ($000) $44 Avg Close $44.76 Range $39.42 - $49.51