Carson Advisory Inc. SO Holdings History
Carson Advisory Inc.'s Southern Co Holding Summary
As of 2025-03-31, Carson Advisory Inc. held 69,410.00 shares of Southern Co(SO), totaling $6.38 Mil. This investment constitutes 4.3% of their stock portfolio, and Carson Advisory Inc. now holds 0.01% of the outstanding Southern Co(SO) stock.
The initial trade took place in 2021Q4. And since then Carson Advisory Inc. has made 6 purchases of SO, at an average price of $64.25, for a total of 76,320.00 shares. In addition, there have been 7 sales at an average price of $74.22 for 6,910.00 shares. Based on historical transaction data and SO's current price of $93.03, Carson Advisory Inc.'s estimated gain on his SO holdings is $2.07 Mil, reflecting a 42.15% gain to date.
Carson Advisory Inc. SO ($93.03) Holding Chart
Carson Advisory Inc. SO ($93.03) 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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