STRATEGIC PLANNING GROUP, LLC SO Holdings History
STRATEGIC PLANNING GROUP, LLC's Southern Co Holding Summary
As of 2025-06-30, STRATEGIC PLANNING GROUP, LLC held 48,484.00 shares of Southern Co(SO), totaling $4.45 Mil. This investment constitutes 0.72% of their stock portfolio, and STRATEGIC PLANNING GROUP, LLC now holds 0% of the outstanding Southern Co(SO) stock.
The initial trade took place in 2023Q4. And since then STRATEGIC PLANNING GROUP, LLC has made 2 purchases of SO, at an average price of $84.25, for a total of 66,001.00 shares. In addition, there have been 1 sales at an average price of $75.78 for 17,517.00 shares. Based on historical transaction data and SO's current price of $94.10, STRATEGIC PLANNING GROUP, LLC's estimated gain on his SO holdings is $329,511.35, reflecting a 5.93% gain to date.
STRATEGIC PLANNING GROUP, LLC SO ($94.10) Holding Chart
STRATEGIC PLANNING GROUP, 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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