Number of Shares
45,325.00
Current Holdings Value*
$4.09 Mil
% of Portfolio
2.71%
Total Estimate Gain
$1.37 Mil
% of Total Estimate Gain
35.73%

Planning Capital Management Corp's Southern Co Holding Summary

As of 2024-09-30, Planning Capital Management Corp held 45,325.00 shares of Southern Co(SO), totaling $4.09 Mil. This investment constitutes 2.71% of their stock portfolio, and Planning Capital Management Corp now holds 0% of the outstanding Southern Co(SO) stock.

The initial trade took place in 2023Q4. And since then Planning Capital Management Corp has made 1 purchases of SO, at an average price of $68.68, for a total of 55,933.00 shares. In addition, there have been 2 sales at an average price of $83.38 for 10,608.00 shares. Based on historical transaction data and SO's current price of $95.52, Planning Capital Management Corp's estimated gain on his SO holdings is $1.37 Mil, reflecting a 35.73% gain to date.

Planning Capital Management Corp SO ($95.52) Holding Chart

Planning Capital Management Corp SO ($95.52) 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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