Number of Shares
72,903.00
Current Holdings Value*
$6.70 Mil
% of Portfolio
0.25%
Total Estimate Gain
$1.65 Mil
% of Total Estimate Gain
29.39%

Nicholas Hoffman & Company, LLC.'s Southern Co Holding Summary

As of 2025-03-31, Nicholas Hoffman & Company, LLC. held 72,903.00 shares of Southern Co(SO), totaling $6.70 Mil. This investment constitutes 0.25% of their stock portfolio, and Nicholas Hoffman & Company, LLC. now holds 0.01% of the outstanding Southern Co(SO) stock.

The initial trade took place in 2018Q2. And since then Nicholas Hoffman & Company, LLC. has made 17 purchases of SO, at an average price of $67.46, for a total of 83,288.00 shares. In addition, there have been 10 sales at an average price of $57.61 for 10,385.00 shares. Based on historical transaction data and SO's current price of $91.51, Nicholas Hoffman & Company, LLC.'s estimated gain on his SO holdings is $1.65 Mil, reflecting a 29.39% gain to date.

Nicholas Hoffman & Company, LLC. SO ($91.51) Holding Chart

Nicholas Hoffman & Company, LLC. SO ($91.51) 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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