Lumbard & Kellner, LLC SO Holdings History
Lumbard & Kellner, LLC's Southern Co Holding Summary
As of 2025-03-31, Lumbard & Kellner, LLC held - shares of Southern Co(SO), totaling N/A. This investment constitutes 0% of their stock portfolio, and Lumbard & Kellner, LLC now holds 0% of the outstanding Southern Co(SO) stock.
The initial trade took place in 2023Q4. And since then Lumbard & Kellner, LLC has made 1 purchases of SO, at an average price of $68.67, for a total of 66,501.00 shares. In addition, there have been 5 sales at an average price of $86.52 for 66,501.00 shares. Based on historical transaction data and SO's current price of $94.07, Lumbard & Kellner, LLC's estimated gain on his SO holdings is $1.19 Mil, reflecting a 26.00% gain to date.
Lumbard & Kellner, LLC SO ($94.07) Holding Chart
Lumbard & Kellner, LLC SO ($94.07) 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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