CONFLUENCE INVESTMENT MANAGEMENT LLC SO Holdings History
CONFLUENCE INVESTMENT MANAGEMENT LLC's Southern Co Holding Summary
As of 2025-03-31, CONFLUENCE INVESTMENT MANAGEMENT LLC held 1.60 Mil shares of Southern Co(SO), totaling $147.46 Mil. This investment constitutes 2.12% of their stock portfolio, and CONFLUENCE INVESTMENT MANAGEMENT LLC now holds 0.15% of the outstanding Southern Co(SO) stock.
The initial trade took place in 2013Q4. And since then CONFLUENCE INVESTMENT MANAGEMENT LLC has made 18 purchases of SO, at an average price of $45.35, for a total of 2.34 Mil shares. In addition, there have been 19 sales at an average price of $66.60 for 735,704.00 shares. Based on historical transaction data and SO's current price of $89.77, CONFLUENCE INVESTMENT MANAGEMENT LLC's estimated gain on his SO holdings is $86.86 Mil, reflecting a 81.86% gain to date.
CONFLUENCE INVESTMENT MANAGEMENT LLC SO ($89.77) Holding Chart
CONFLUENCE INVESTMENT MANAGEMENT LLC SO ($89.77) 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
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
