Number of Shares
121,660.00
Current Holdings Value*
$11.19 Mil
% of Portfolio
4.36%
Total Estimate Gain
$5.60 Mil
% of Total Estimate Gain
48.16%

Signature Wealth Management Group's Southern Co Holding Summary

As of 2025-03-31, Signature Wealth Management Group held 121,660.00 shares of Southern Co(SO), totaling $11.19 Mil. This investment constitutes 4.36% of their stock portfolio, and Signature Wealth Management Group now holds 0.01% of the outstanding Southern Co(SO) stock.

The initial trade took place in 2018Q2. And since then Signature Wealth Management Group has made 14 purchases of SO, at an average price of $48.17, for a total of 241,298.00 shares. In addition, there have been 13 sales at an average price of $50.72 for 119,638.00 shares. Based on historical transaction data and SO's current price of $91.66, Signature Wealth Management Group's estimated gain on his SO holdings is $5.60 Mil, reflecting a 48.16% gain to date.

Signature Wealth Management Group SO ($91.66) Holding Chart

Signature Wealth Management Group SO ($91.66) 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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