Forbes Financial Planning, Inc. SO Holdings History
Forbes Financial Planning, Inc.'s Southern Co Holding Summary
As of 2025-03-31, Forbes Financial Planning, Inc. held 2,404.00 shares of Southern Co(SO), totaling $221,050.00. This investment constitutes 0.16% of their stock portfolio, and Forbes Financial Planning, Inc. now holds 0% of the outstanding Southern Co(SO) stock.
The initial trade took place in 2021Q4. And since then Forbes Financial Planning, Inc. has made 2 purchases of SO, at an average price of $76.66, for a total of 8,306.00 shares. In addition, there have been 3 sales at an average price of $78.13 for 5,902.00 shares. Based on historical transaction data and SO's current price of $94.87, Forbes Financial Planning, Inc.'s estimated gain on his SO holdings is $52,471.62, reflecting a 8.24% gain to date.
Forbes Financial Planning, Inc. SO ($94.87) Holding Chart
Forbes Financial Planning, Inc. SO ($94.87) 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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