Number of Shares
54,812.00
Current Holdings Value*
$5.04 Mil
% of Portfolio
3.11%
Total Estimate Gain
$1.29 Mil
% of Total Estimate Gain
23.15%

VIRGINIA WEALTH MANAGEMENT GROUP, INC.'s Southern Co Holding Summary

As of 2025-03-31, VIRGINIA WEALTH MANAGEMENT GROUP, INC. held 54,812.00 shares of Southern Co(SO), totaling $5.04 Mil. This investment constitutes 3.11% of their stock portfolio, and VIRGINIA WEALTH MANAGEMENT GROUP, INC. now holds 0% of the outstanding Southern Co(SO) stock.

The initial trade took place in 2021Q4. And since then VIRGINIA WEALTH MANAGEMENT GROUP, INC. has made 8 purchases of SO, at an average price of $69.73, for a total of 79,752.00 shares. In addition, there have been 5 sales at an average price of $70.93 for 24,940.00 shares. Based on historical transaction data and SO's current price of $92.66, VIRGINIA WEALTH MANAGEMENT GROUP, INC.'s estimated gain on his SO holdings is $1.29 Mil, reflecting a 23.15% gain to date.

VIRGINIA WEALTH MANAGEMENT GROUP, INC. SO ($92.66) Holding Chart

VIRGINIA WEALTH MANAGEMENT GROUP, INC. SO ($92.66) 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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