SOUTHERN CO

Ticker: SO CUSIP: 842587107 Class: COM

Forum Financial Management, LP's Holding History (CIK: 0001911832)

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

Q4 2025
Shares 4,817 Value ($000) $420 Avg Close $90.89 Range $83.80 - $100.02
Q3 2025
Shares 4,557 Value ($000) $432 Avg Close $92.22 Range $88.94 - $94.90
Q2 2025
Shares 6,089 Value ($000) $559 Avg Close $87.99 Range $81.08 - $91.39
Q1 2025
Shares 5,099 Value ($000) $469 Avg Close $84.13 Range $77.85 - $91.22
Q4 2024
Shares 5,108 Value ($000) $420 Avg Close $84.51 Range $78.74 - $90.64
Q3 2024
Shares 5,486 Value ($000) $495 Avg Close $81.63 Range $73.25 - $87.19
Q2 2024
Shares 6,456 Value ($000) $501 Avg Close $71.79 Range $63.69 - $76.94
Q1 2024
Shares 6,451 Value ($000) $463 Avg Close $64.75 Range $61.67 - $67.82
Q4 2023
Shares 6,145 Value ($000) $431 Avg Close $63.75 Range $56.88 - $68.52
Q3 2023
Shares 7,590 Value ($000) $491 Avg Close $63.78 Range $59.47 - $67.53
Q2 2023
Shares 7,564 Value ($000) $531 Avg Close $65.30 Range $61.83 - $68.67
Q1 2023
Shares 5,744 Value ($000) $400 Avg Close $60.67 Range $55.92 - $65.49
Q4 2022
Shares 5,803 Value ($000) $414 Avg Close $59.62 Range $53.86 - $65.30
Q3 2022
Shares 4,324 Value ($000) $294 Avg Close $66.95 Range $60.20 - $71.48
Q2 2022
Shares 4,324 Value ($000) $308 Avg Close $64.29 Range $56.98 - $67.30
Q1 2022
Shares 4,474 Value ($000) $324 Avg Close $58.69 Range $53.82 - $63.77
Q4 2021
Shares 4,474 Value ($000) $307 Avg Close $54.72 Range $52.45 - $59.41