Becker Value Equity Fund SO Holdings History
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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