Wiser Wealth Management, Inc SO Holdings History
Wiser Wealth Management, Inc's Southern Co Holding Summary
As of 2025-06-30, Wiser Wealth Management, Inc held 5,876.00 shares of Southern Co(SO), totaling $539,580.00. This investment constitutes 0.14% of their stock portfolio, and Wiser Wealth Management, Inc now holds 0% of the outstanding Southern Co(SO) stock.
The initial trade took place in 2020Q4. And since then Wiser Wealth Management, Inc has made 3 purchases of SO, at an average price of $76.76, for a total of 22,239.00 shares. In addition, there have been 5 sales at an average price of $76.81 for 16,363.00 shares. Based on historical transaction data and SO's current price of $94.10, Wiser Wealth Management, Inc's estimated gain on his SO holdings is $102,855.21, reflecting a 6.03% gain to date.
Wiser Wealth Management, Inc SO ($94.10) Holding Chart
Wiser Wealth Management, Inc SO ($94.10) 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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