PUFF WEALTH MANAGEMENT, LLC SO Holdings History
Number of Shares
28,600.00
Current Holdings Value*
$2.63 Mil
% of Portfolio
2.46%
Total Estimate Gain
$9,796.53
% of Total Estimate Gain
8.70%
PUFF WEALTH MANAGEMENT, LLC's Southern Co Holding Summary
As of 2025-03-31, PUFF WEALTH MANAGEMENT, LLC held 28,600.00 shares of Southern Co(SO), totaling $2.63 Mil. This investment constitutes 2.46% of their stock portfolio, and PUFF WEALTH MANAGEMENT, LLC now holds 0% of the outstanding Southern Co(SO) stock.
The initial trade took place in 2025Q1. And since then PUFF WEALTH MANAGEMENT, LLC has made 1 purchases of SO, at an average price of $86.57, for a total of 1,301.00 shares. Based on historical transaction data and SO's current price of $94.10, PUFF WEALTH MANAGEMENT, LLC's estimated gain on his SO holdings is $9,796.53, reflecting a 8.70% gain to date.
PUFF WEALTH MANAGEMENT, LLC SO ($94.10) Holding Chart
PUFF 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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