Equity Income Trust SO Holdings History

Number of Shares
329,720.00
Current Holdings Value*
$27.14 Mil
% of Portfolio
2.03%
Total Estimate Gain
$5.50 Mil
% of Total Estimate Gain
2.75%

Equity Income Trust's Southern Co Holding Summary

As of 2024-12-31, JOHN HANCOCK VARIABLE INSURANCE TRUST held 329,720.00 shares of Southern Co(SO), totaling $27.14 Mil. This investment constitutes 2.03% of their stock portfolio, and JOHN HANCOCK VARIABLE INSURANCE TRUST now holds 0.03% of the outstanding Southern Co(SO) stock.

The initial trade took place in 2019Q3. And since then Equity Income Trust has made 9 purchases of SO, at an average price of $64.67, for a total of 3.10 Mil shares. In addition, there have been 6 sales at an average price of $63.53 for 2.77 Mil shares. Based on historical transaction data and SO's current price of $90.89, Equity Income Trust's estimated gain on his SO holdings is $5.50 Mil, reflecting a 2.75% gain to date.

Equity Income Trust SO ($90.89) Holding Chart

Equity Income Trust SO ($90.89) 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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