Taylor Hoffman Wealth Management SO Holdings History
Taylor Hoffman Wealth Management's Southern Co Holding Summary
As of 2024-06-30, Taylor Hoffman Wealth Management held 2,693.00 shares of Southern Co(SO), totaling $207,360.00. This investment constitutes 0.08% of their stock portfolio, and Taylor Hoffman Wealth Management now holds 0% of the outstanding Southern Co(SO) stock.
The initial trade took place in 2018Q2. And since then Taylor Hoffman Wealth Management has made 4 purchases of SO, at an average price of $53.70, for a total of 15,735.00 shares. In addition, there have been 7 sales at an average price of $61.37 for 13,042.00 shares. Based on historical transaction data and SO's current price of $93.33, Taylor Hoffman Wealth Management's estimated gain on his SO holdings is $206,793.77, reflecting a 24.47% gain to date.
Taylor Hoffman Wealth Management SO ($93.33) Holding Chart
Taylor Hoffman Wealth Management SO ($93.33) 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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