Magnolia Wealth Management, LLC SO Holdings History
Magnolia Wealth Management, LLC's Southern Co Holding Summary
As of 2025-03-31, Magnolia Wealth Management, LLC held 3,301.00 shares of Southern Co(SO), totaling $303,530.00. This investment constitutes 0.22% of their stock portfolio, and Magnolia Wealth Management, LLC now holds 0% of the outstanding Southern Co(SO) stock.
The initial trade took place in 2023Q4. And since then Magnolia Wealth Management, LLC has made 3 purchases of SO, at an average price of $69.67, for a total of 6,327.00 shares. In addition, there have been 1 sales at an average price of $75.78 for 3,026.00 shares. Based on historical transaction data and SO's current price of $94.10, Magnolia Wealth Management, LLC's estimated gain on his SO holdings is $99,142.18, reflecting a 22.49% gain to date.
Magnolia Wealth Management, LLC SO ($94.10) Holding Chart
Magnolia Wealth Management, LLC 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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