Current Value of Holding

$398 Thousand

Shares

5.52 Thousand

% of Portfolio

0.01%

Average Buy Price

$53.9

Avg closing price
Price range

28 Joel Greenblatt Southern Company Trades

Joel Greenblatt acquired 5.52 Thousand Southern Company shares worth $398 Thousand. That's 0.01% of their equity portfolio (1032nd largest holding). The first Southern Company trade was made in Q1 2017. Since then Joel Greenblatt bought shares thirteen more times and sold shares on fourteen occasions. The stake costed the investor $297 Thousand, netting the investor a gain of 34% so far.

Avg closing price
Price range
Sold 1.9% shares (-107 shares) Q4 2023
Avg closing price $68.67
Price range $62.71 - $73.08
Sold 17.2% shares (-1.17 Thousand shares) Q3 2023
Avg closing price $69.40
Price range $64.72 - $73.09
Sold 63.3% shares (-11.7 Thousand shares) Q2 2023
Avg closing price $71.72
Price range $68.97 - $75.66
Sold 77.0% shares (-62 Thousand shares) Q1 2023
Avg closing price $67.33
Price range $62.32 - $72.51
Increased shares by 37.1% (+21.8 Thousand shares) Q4 2022
Avg closing price $66.86
Price range $61.50 - $72.27
Increased shares by 302.8% (+44.2 Thousand shares) Q3 2022
Avg closing price $75.75
Price range $68.00 - $80.16
Sold 60.9% shares (-22.7 Thousand shares) Q2 2022
Avg closing price $73.42
Price range $65.39 - $76.51
Increased shares by 951.1% (+33.7 Thousand shares) Q1 2022
Avg closing price $67.73
Price range $62.84 - $72.51
Sold 66.0% shares (-6.87 Thousand shares) Q4 2021
Avg closing price $63.75
Price range $61.10 - $68.58
Increased shares by 5.2% (+512 shares) Q3 2021
Avg closing price $64.38
Price range $61.34 - $67.32
Sold 63.7% shares (-17.4 Thousand shares) Q2 2021
Avg closing price $63.95
Price range $60.46 - $66.42
Sold 14.0% shares (-4.44 Thousand shares) Q1 2021
Avg closing price $59.87
Price range $56.72 - $62.32
Increased shares by 191.9% (+20.8 Thousand shares) Q4 2020
Avg closing price $60.12
Price range $54.62 - $64.17
Sold 88.1% shares (-80.5 Thousand shares) Q3 2020
Avg closing price $53.44
Price range $51.56 - $55.78
Increased shares by 14.8% (+11.8 Thousand shares) Q2 2020
Avg closing price $55.59
Price range $50.14 - $60.33
Sold 71.0% shares (-195 Thousand shares) Q1 2020
Avg closing price $63.35
Price range $43.23 - $70.85
Increased shares by 467.2% (+226 Thousand shares) Q4 2019
Avg closing price $61.97
Price range $60.33 - $63.86
Sold 14.6% shares (-8.28 Thousand shares) Q3 2019
Avg closing price $57.96
Price range $54.84 - $61.98
Increased shares by 4.1% (+2.22 Thousand shares) Q2 2019
Avg closing price $53.54
Price range $51.20 - $56.28
Sold 82.0% shares (-248 Thousand shares) Q1 2019
Avg closing price $49.01
Price range $43.72 - $52.53

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