Number of Shares
103,808.00
Current Holdings Value*
$8.55 Mil
% of Portfolio
0.68%
Total Estimate Gain
$7.02 Mil
% of Total Estimate Gain
33.62%

MFS Total Return Series's Southern Co Holding Summary

As of 2024-12-31, MFS VARIABLE INSURANCE TRUST held 103,808.00 shares of Southern Co(SO), totaling $8.55 Mil. This investment constitutes 0.68% of their stock portfolio, and MFS VARIABLE INSURANCE TRUST now holds 0.01% of the outstanding Southern Co(SO) stock.

The initial trade took place in 2019Q3. And since then MFS Total Return Series has made 6 purchases of SO, at an average price of $60.10, for a total of 347,612.00 shares. In addition, there have been 13 sales at an average price of $76.03 for 243,804.00 shares. Based on historical transaction data and SO's current price of $90.35, MFS Total Return Series's estimated gain on his SO holdings is $7.02 Mil, reflecting a 33.62% gain to date.

MFS Total Return Series SO ($90.35) Holding Chart

MFS Total Return Series SO ($90.35) 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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