Number of Shares
80,363.00
Current Holdings Value*
$7.39 Mil
% of Portfolio
3.68%
Total Estimate Gain
$5.14 Mil
% of Total Estimate Gain
89.16%

Aull & Monroe Investment Management Corp's Southern Co Holding Summary

As of 2025-03-31, Aull & Monroe Investment Management Corp held 80,363.00 shares of Southern Co(SO), totaling $7.39 Mil. This investment constitutes 3.68% of their stock portfolio, and Aull & Monroe Investment Management Corp now holds 0.01% of the outstanding Southern Co(SO) stock.

The initial trade took place in 2013Q4. And since then Aull & Monroe Investment Management Corp has made 9 purchases of SO, at an average price of $42.20, for a total of 136,667.00 shares. In addition, there have been 29 sales at an average price of $56.95 for 56,304.00 shares. Based on historical transaction data and SO's current price of $95.85, Aull & Monroe Investment Management Corp's estimated gain on his SO holdings is $5.14 Mil, reflecting a 89.16% gain to date.

Aull & Monroe Investment Management Corp SO ($95.85) Holding Chart

Aull & Monroe Investment Management Corp SO ($95.85) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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