Virtus KAR Equity Income Fund SO Holdings History
Virtus KAR Equity Income Fund's Southern Co Holding Summary
As of 2025-03-31, Virtus KAR Equity Income Fund held 49,923.00 shares of Southern Co(SO), totaling $4.59 Mil. This investment constitutes 3.93% of their stock portfolio, and Virtus KAR Equity Income Fund now holds 0% of the outstanding Southern Co(SO) stock.
The initial trade took place in 2019Q3. And since then Virtus KAR Equity Income Fund has made 3 purchases of SO, at an average price of $54.85, for a total of 85,669.00 shares. In addition, there have been 17 sales at an average price of $69.37 for 35,746.00 shares. Based on historical transaction data and SO's current price of $95.00, Virtus KAR Equity Income Fund's estimated gain on his SO holdings is $2.52 Mil, reflecting a 53.70% gain to date.
Virtus KAR Equity Income Fund SO ($95.00) Holding Chart
Virtus KAR Equity Income Fund SO ($95.00) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
