Virtus KAR Global Quality Dividend Fund SO Holdings History
Virtus KAR Global Quality Dividend Fund's Southern Co Holding Summary
As of 2025-03-31, VIRTUS EQUITY TRUST held 13,669.00 shares of Southern Co(SO), totaling $1.26 Mil. This investment constitutes 4.11% of their stock portfolio, and VIRTUS EQUITY TRUST now holds 0% of the outstanding Southern Co(SO) stock.
The initial trade took place in 2019Q4. And since then Virtus KAR Global Quality Dividend Fund has made 5 purchases of SO, at an average price of $66.23, for a total of 32,190.00 shares. In addition, there have been 15 sales at an average price of $71.78 for 18,521.00 shares. Based on historical transaction data and SO's current price of $91.89, Virtus KAR Global Quality Dividend Fund's estimated gain on his SO holdings is $453,423.77, reflecting a 21.27% gain to date.
Virtus KAR Global Quality Dividend Fund SO ($91.89) Holding Chart
Virtus KAR Global Quality Dividend Fund SO ($91.89) 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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