Joel Greenblatt SO Holdings History
Joel Greenblatt's Southern Co Holding Summary
As of 2025-03-31, Gotham Asset Management, LLC held 105,047.00 shares of Southern Co(SO), totaling $9.66 Mil. This investment constitutes 0.08% of their stock portfolio, and Gotham Asset Management, LLC now holds 0.01% of the outstanding Southern Co(SO) stock.
The initial trade took place in 2017Q1. And since then Joel Greenblatt has made 17 purchases of SO, at an average price of $60.55, for a total of 1.01 Mil shares. In addition, there have been 16 sales at an average price of $58.84 for 907,026.00 shares. Based on historical transaction data and SO's current price of $93.33, Joel Greenblatt's estimated gain on his SO holdings is $1.89 Mil, reflecting a 3.08% gain to date.
Joel Greenblatt SO ($93.33) Holding Chart
Joel Greenblatt SO ($93.33) 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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