Canterbury Portfolio Thermostat Fund SO Holdings History
Canterbury Portfolio Thermostat Fund's Southern Co Holding Summary
As of 2025-04-30, Capitol Series Trust held 4,885.00 shares of Southern Co(SO), totaling $448,880.00. This investment constitutes 6.47% of their stock portfolio, and Capitol Series Trust now holds 0% of the outstanding Southern Co(SO) stock.
The initial trade took place in 2024Q3. And since then Canterbury Portfolio Thermostat Fund has made 2 purchases of SO, at an average price of $81.07, for a total of 4,885.00 shares. Based on historical transaction data and SO's current price of $92.47, Canterbury Portfolio Thermostat Fund's estimated gain on his SO holdings is $55,690.75, reflecting a 14.06% gain to date.
Canterbury Portfolio Thermostat Fund SO ($92.47) Holding Chart
Canterbury Portfolio Thermostat 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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