Number of Shares
32,295.00
Current Holdings Value*
$2.97 Mil
% of Portfolio
3.34%
Total Estimate Gain
$874,331.15
% of Total Estimate Gain
26.88%

Becker Value Equity Fund's Southern Co Holding Summary

As of 2025-04-30, PROFESSIONALLY MANAGED PORTFOLIOS held 32,295.00 shares of Southern Co(SO), totaling $2.97 Mil. This investment constitutes 3.34% of their stock portfolio, and PROFESSIONALLY MANAGED PORTFOLIOS now holds 0% of the outstanding Southern Co(SO) stock.

The initial trade took place in 2020Q2. And since then Becker Value Equity Fund has made 3 purchases of SO, at an average price of $62.80, for a total of 51,790.00 shares. In addition, there have been 3 sales at an average price of $58.51 for 19,495.00 shares. Based on historical transaction data and SO's current price of $92.47, Becker Value Equity Fund's estimated gain on his SO holdings is $874,331.15, reflecting a 26.88% gain to date.

Becker Value Equity Fund SO ($92.47) Holding Chart

Becker Value Equity Fund SO ($92.47) 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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