SOUTHERN CO

Ticker: SO CUSIP: 842587107 Class: COM

Kapstone Financial Advisors LLC's Holding History (CIK: 0001966087)

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

Q4 2025
Shares 5,663 Value ($000) $494 Avg Close $90.89 Range $83.80 - $100.02
Q3 2025
Shares 5,663 Value ($000) $537 Avg Close $92.22 Range $88.94 - $94.90
Q2 2025
Shares 5,885 Value ($000) $540 Avg Close $87.99 Range $81.08 - $91.39
Q1 2025
Shares 5,885 Value ($000) $541 Avg Close $84.13 Range $77.85 - $91.22
Q4 2024
Shares 5,886 Value ($000) $488 Avg Close $84.51 Range $78.74 - $90.64
Q3 2024
Shares 5,886 Value ($000) $530 Avg Close $81.63 Range $73.25 - $87.19
Q2 2024
Shares 5,886 Value ($000) $457 Avg Close $71.79 Range $63.69 - $76.94
Q1 2024
Shares 5,952 Value ($000) $427 Avg Close $64.75 Range $61.67 - $67.82
Q4 2023
Shares 5,952 Value ($000) $412 Avg Close $63.75 Range $56.88 - $68.52
Q3 2023
Shares 5,886 Value ($000) $381 Avg Close $63.78 Range $59.47 - $67.53
Q2 2023
Shares 5,870 Value ($000) $418 Avg Close $65.30 Range $61.83 - $68.67
Q1 2023
Shares 5,870 Value ($000) $425 Avg Close $60.67 Range $55.92 - $65.49
Q4 2022
Shares 5,870 Value ($000) $403 Avg Close $59.62 Range $53.86 - $65.30