SOUTHERN CO

Ticker: SO CUSIP: 842587107 Class: COM

Concurrent Investment Advisors, LLC's Holding History (CIK: 0002001015)

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

Q4 2025
Shares 101,903 Value ($000) $8,886 Avg Close $90.89 Range $83.80 - $100.02
Q3 2025
Shares 86,350 Value ($000) $8,183 Avg Close $92.22 Range $88.94 - $94.90
Q2 2025
Shares 81,840 Value ($000) $7,515 Avg Close $87.99 Range $81.08 - $91.39
Q1 2025
Shares 75,353 Value ($000) $6,929 Avg Close $84.13 Range $77.85 - $91.22
Q4 2024
Shares 65,734 Value ($000) $5,411 Avg Close $84.51 Range $78.74 - $90.64
Q3 2024
Shares 80,083 Value ($000) $7,222 Avg Close $81.63 Range $73.25 - $87.19
Q2 2024
Shares 77,153 Value ($000) $5,985 Avg Close $71.79 Range $63.69 - $76.94
Q1 2024
Shares 50,010 Value ($000) $3,588 Avg Close $64.75 Range $61.67 - $67.82
Q4 2023
Shares 52,228 Value ($000) $3,662 Avg Close $63.75 Range $56.88 - $68.52