Current Value of Holding

$18.8 Million

Shares

209 Thousand

% of Portfolio

0.19%

Average Buy Price

$60.7

Avg closing price
Price range

32 Joel Greenblatt Southern Company Trades

Joel Greenblatt acquired 209 Thousand Southern Company shares worth $18.8 Million. That's 0.19% of their equity portfolio (94th largest holding). The investor owns Inf% of the outstanding Southern Company stock. The first Southern Company trade was made in Q1 2017. Since then Joel Greenblatt bought shares sixteen more times and sold shares on fifteen occasions. The stake costed the investor $12.6 Million, netting the investor a gain of 49% so far.

Avg closing price
Price range
Increased shares by 371.0% (+164 Thousand shares) Q4 2024
Avg closing price $87.64
Price range $81.90 - $94.15
Increased shares by 462.6% (+36.4 Thousand shares) Q3 2024
Avg closing price $85.32
Price range $77.00 - $90.52
Increased shares by 42.7% (+2.36 Thousand shares) Q2 2024
Avg closing price $75.78
Price range $67.77 - $80.71
Sold 0.0% shares (-2 shares) Q1 2024
Avg closing price $69.03
Price range $66.25 - $72.24
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

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