Insight Folios Inc SO Holdings History

Number of Shares
96,698.00
Current Holdings Value*
$8.72 Mil
% of Portfolio
3.11%
Total Estimate Gain
$2.83 Mil
% of Total Estimate Gain
37.74%

Insight Folios Inc's Southern Co Holding Summary

As of 2024-09-30, Insight Folios Inc held 96,698.00 shares of Southern Co(SO), totaling $8.72 Mil. This investment constitutes 3.11% of their stock portfolio, and Insight Folios Inc now holds 0.01% of the outstanding Southern Co(SO) stock.

The initial trade took place in 2019Q4. And since then Insight Folios Inc has made 16 purchases of SO, at an average price of $64.57, for a total of 116,035.00 shares. In addition, there have been 3 sales at an average price of $63.12 for 19,337.00 shares. Based on historical transaction data and SO's current price of $94.10, Insight Folios Inc's estimated gain on his SO holdings is $2.83 Mil, reflecting a 37.74% gain to date.

Insight Folios Inc SO ($94.10) Holding Chart

Insight Folios Inc 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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