PATRICK M SWEENEY & ASSOCIATES, INC SO Holdings History
PATRICK M SWEENEY & ASSOCIATES, INC's Southern Co Holding Summary
As of 2025-03-31, PATRICK M SWEENEY & ASSOCIATES, INC held 2,293.00 shares of Southern Co(SO), totaling $210,860.00. This investment constitutes 0.16% of their stock portfolio, and PATRICK M SWEENEY & ASSOCIATES, INC now holds 0% of the outstanding Southern Co(SO) stock.
The initial trade took place in 2024Q3. And since then PATRICK M SWEENEY & ASSOCIATES, INC has made 2 purchases of SO, at an average price of $85.99, for a total of 4,586.00 shares. In addition, there have been 1 sales at an average price of $87.68 for 2,293.00 shares. Based on historical transaction data and SO's current price of $92.66, PATRICK M SWEENEY & ASSOCIATES, INC's estimated gain on his SO holdings is $19,146.55, reflecting a 4.85% gain to date.
PATRICK M SWEENEY & ASSOCIATES, INC SO ($92.66) Holding Chart
PATRICK M SWEENEY & ASSOCIATES, INC SO ($92.66) 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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