Fairvoy Private Wealth, LLC SO Holdings History
Number of Shares
117,557.00
Current Holdings Value*
$10.81 Mil
% of Portfolio
2.97%
Total Estimate Gain
$754,421.79
% of Total Estimate Gain
7.30%
Fairvoy Private Wealth, LLC's Southern Co Holding Summary
As of 2025-03-31, Fairvoy Private Wealth, LLC held 117,557.00 shares of Southern Co(SO), totaling $10.81 Mil. This investment constitutes 2.97% of their stock portfolio, and Fairvoy Private Wealth, LLC now holds 0.01% of the outstanding Southern Co(SO) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $86.57 for 265.00 shares. Based on historical transaction data and SO's current price of $94.10, Fairvoy Private Wealth, LLC's estimated gain on his SO holdings is $754,421.79, reflecting a 7.30% gain to date.
Fairvoy Private Wealth, LLC SO ($94.10) Holding Chart
Fairvoy Private Wealth, LLC SO ($94.10) 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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