CAPITAL & PLANNING, LLC SO Holdings History
CAPITAL & PLANNING, LLC's Southern Co Holding Summary
As of 2025-03-31, CAPITAL & PLANNING, LLC held 136,996.00 shares of Southern Co(SO), totaling $12.60 Mil. This investment constitutes 9.35% of their stock portfolio, and CAPITAL & PLANNING, LLC now holds 0.01% of the outstanding Southern Co(SO) stock.
The initial trade took place in 2024Q4. And since then CAPITAL & PLANNING, LLC has made 1 purchases of SO, at an average price of $87.67, for a total of 136,996.00 shares. Based on historical transaction data and SO's current price of $95.00, CAPITAL & PLANNING, LLC's estimated gain on his SO holdings is $1.00 Mil, reflecting a 8.36% gain to date.
CAPITAL & PLANNING, LLC SO ($95.00) Holding Chart
CAPITAL & PLANNING, LLC 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 % | |||
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