WMG Financial Advisors, LLC SO Holdings History
WMG Financial Advisors, LLC's Southern Co Holding Summary
As of 2025-03-31, WMG Financial Advisors, LLC held 7,352.00 shares of Southern Co(SO), totaling $676,060.00. This investment constitutes 0.29% of their stock portfolio, and WMG Financial Advisors, LLC now holds 0% of the outstanding Southern Co(SO) stock.
The initial trade took place in 2021Q4. And since then WMG Financial Advisors, LLC has made 7 purchases of SO, at an average price of $79.42, for a total of 18,094.00 shares. In addition, there have been 6 sales at an average price of $81.21 for 10,742.00 shares. Based on historical transaction data and SO's current price of $95.85, WMG Financial Advisors, LLC's estimated gain on his SO holdings is $140,079.94, reflecting a 9.75% gain to date.
WMG Financial Advisors, LLC SO ($95.85) Holding Chart
WMG Financial Advisors, LLC SO ($95.85) 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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