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GoalVest Advisory LLC
> SO
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 09/30/2023 | SOUTHERN CO | SO | 11,134 | -4,935 | 720,592,000 | -387,687,000 | $64,719.96 |
| 06/30/2023 | SOUTHERN CO | SO | 16,069 | 1,674 | 1,108,279,000 | 80,332,000 | $68,970.00 |
| 03/31/2023 | SOUTHERN CO | SO | 16,069 | 1,674 | 1,117,986,000 | 90,039,000 | $69,574.09 |
| 12/31/2022 | SOUTHERN CO | SO | 14,395 | 1,479 | 1,027,947,000 | 1,027,069,000 | $71,410.00 |
| 09/30/2022 | SOUTHERN CO | SO | 12,916 | 1,204 | 878,000 | 49,000 | $67.98 |
| 06/30/2022 | SOUTHERN CO | SO | 11,712 | 2,263 | 829,000 | 144,000 | $70.78 |
| 03/31/2022 | SOUTHERN CO | SO | 9,449 | 644 | 685,000 | 152,000 | $72.49 |
| 06/30/2021 | SOUTHERN CO | SO | 8,805 | -2,201 | 533,000 | -151,000 | $60.53 |
| 03/31/2021 | SOUTHERN CO | SO | 11,006 | -7,194 | 684,000 | -434,000 | $62.15 |
| 12/31/2020 | SOUTHERN CO | SO | 18,200 | 18,200 | 1,118,000 | 1,118,000 | $61.43 |
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