Number of Shares
350,849.00
Current Holdings Value*
$32.22 Mil
% of Portfolio
2.5%
Total Estimate Gain
$10.69 Mil
% of Total Estimate Gain
34.12%

CAHABA WEALTH MANAGEMENT, INC.'s Southern Co Holding Summary

As of 2025-06-30, CAHABA WEALTH MANAGEMENT, INC. held 350,849.00 shares of Southern Co(SO), totaling $32.22 Mil. This investment constitutes 2.5% of their stock portfolio, and CAHABA WEALTH MANAGEMENT, INC. now holds 0.03% of the outstanding Southern Co(SO) stock.

The initial trade took place in 2018Q2. And since then CAHABA WEALTH MANAGEMENT, INC. has made 21 purchases of SO, at an average price of $63.16, for a total of 496,112.00 shares. In addition, there have been 8 sales at an average price of $59.84 for 145,263.00 shares. Based on historical transaction data and SO's current price of $95.00, CAHABA WEALTH MANAGEMENT, INC.'s estimated gain on his SO holdings is $10.69 Mil, reflecting a 34.12% gain to date.

CAHABA WEALTH MANAGEMENT, INC. SO ($95.00) Holding Chart

CAHABA WEALTH MANAGEMENT, INC. SO ($95.00) 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 %

Top Ranked Articles

  • 1