Number of Shares
2,325.00
Current Holdings Value*
$210,000.00
% of Portfolio
0.09%
Total Estimate Gain
$20,901.75
% of Total Estimate Gain
5.23%

SONATA CAPITAL GROUP INC's Southern Co Holding Summary

As of 2025-03-31, SONATA CAPITAL GROUP INC held 2,325.00 shares of Southern Co(SO), totaling $210,000.00. This investment constitutes 0.09% of their stock portfolio, and SONATA CAPITAL GROUP INC now holds 0% of the outstanding Southern Co(SO) stock.

The initial trade took place in 2024Q3. And since then SONATA CAPITAL GROUP INC has made 2 purchases of SO, at an average price of $86.00, for a total of 4,650.00 shares. In addition, there have been 1 sales at an average price of $87.68 for 2,325.00 shares. Based on historical transaction data and SO's current price of $93.30, SONATA CAPITAL GROUP INC's estimated gain on his SO holdings is $20,901.75, reflecting a 5.23% gain to date.

SONATA CAPITAL GROUP INC SO ($93.30) Holding Chart

SONATA CAPITAL GROUP INC SO ($93.30) 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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