SOUTHERN CO

Ticker: SO CUSIP: 842587107 Class: COM

GoalVest Advisory LLC's Holding History (CIK: 0001839307)

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

Q4 2025
Shares 14,617 Value ($000) $1,275 Avg Close $90.89 Range $83.80 - $100.02
Q3 2025
Shares 16,465 Value ($000) $1,560 Avg Close $92.22 Range $88.94 - $94.90
Q2 2025
Shares 15,613 Value ($000) $1,434 Avg Close $87.99 Range $81.08 - $91.39
Q1 2025
Shares 15,415 Value ($000) $1,417 Avg Close $84.13 Range $77.85 - $91.22
Q4 2024
Shares 13,054 Value ($000) $1,075 Avg Close $84.51 Range $78.74 - $90.64
Q3 2024
Shares 13,176 Value ($000) $1,188 Avg Close $81.63 Range $73.25 - $87.19
Q2 2024
Shares 12,810 Value ($000) $994 Avg Close $71.79 Range $63.69 - $76.94
Q1 2024
Shares 13,812 Value ($000) $991 Avg Close $64.75 Range $61.67 - $67.82
Q4 2023
Shares 12,513 Value ($000) $877 Avg Close $63.75 Range $56.88 - $68.52
Q3 2023
Shares 11,134 Value ($000) $721 Avg Close $63.78 Range $59.47 - $67.53
Q2 2023
Shares 10,640 Value ($000) $747 Avg Close $65.30 Range $61.83 - $68.67
Q1 2023
Shares 16,069 Value ($000) $1,118 Avg Close $60.67 Range $55.92 - $65.49
Q4 2022
Shares 14,395 Value ($000) $1,028 Avg Close $59.62 Range $53.86 - $65.30
Q3 2022
Shares 12,916 Value ($000) $878 Avg Close $66.95 Range $60.20 - $71.48
Q2 2022
Shares 11,712 Value ($000) $829 Avg Close $64.29 Range $56.98 - $67.30
Q1 2022
Shares 9,449 Value ($000) $685 Avg Close $58.69 Range $53.82 - $63.77
Q2 2021
Shares 8,805 Value ($000) $533 Avg Close $53.77 Range $50.79 - $55.98
Q1 2021
Shares 11,006 Value ($000) $684 Avg Close $49.84 Range $47.42 - $52.36
Q4 2020
Shares 18,200 Value ($000) $1,118 Avg Close $49.52 Range $44.23 - $53.74