RCYC
Richard C. Young & Co’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.7M | Buy |
225,165
+2,115
| +0.9% | +$194K | 2.04% | 14 |
|
|
2025
Q1 | $20.5M | Buy |
223,050
+901
| +0.4% | +$82.8K | 2.2% | 11 |
|
|
2024
Q4 | $18.3M | Buy |
222,149
+602
| +0.3% | +$49.6K | 1.99% | 16 |
|
|
2024
Q3 | $20M | Buy |
221,547
+3,458
| +2% | +$312K | 2.18% | 13 |
|
|
2024
Q2 | $16.9M | Buy |
218,089
+4,382
| +2% | +$340K | 2.06% | 14 |
|
|
2024
Q1 | $15.3M | Sell |
213,707
-2,090
| -1% | -$150K | 1.92% | 18 |
|
|
2023
Q4 | $15.1M | Buy |
215,797
+3,871
| +2% | +$271K | 2.03% | 14 |
|
|
2023
Q3 | $13.7M | Buy |
211,926
+1,393
| +0.7% | +$90.2K | 1.95% | 18 |
|
|
2023
Q2 | $14.8M | Buy |
210,533
+3,588
| +2% | +$252K | 2.03% | 16 |
|
|
2023
Q1 | $14.4M | Buy |
206,945
+510
| +0.2% | +$35.5K | 1.98% | 20 |
|
|
2022
Q4 | $14.7M | Sell |
206,435
-1,199
| -0.6% | -$85.6K | 1.96% | 18 |
|
|
2022
Q3 | $14.1M | Sell |
207,634
-186
| -0.1% | -$12.6K | 2.16% | 14 |
|
|
2022
Q2 | $14.8M | Buy |
207,820
+3,244
| +2% | +$231K | 1.92% | 18 |
|
|
2022
Q1 | $14.8M | Buy |
204,576
+1,162
| +0.6% | +$84.3K | 1.89% | 17 |
|
|
2021
Q4 | $14M | Buy |
203,414
+7,537
| +4% | +$517K | 1.76% | 22 |
|
|
2021
Q3 | $12.1M | Buy |
195,877
+5,828
| +3% | +$361K | 1.67% | 24 |
|
|
2021
Q2 | $11.5M | Buy |
190,049
+6,030
| +3% | +$365K | 1.46% | 31 |
|
|
2021
Q1 | $11.4M | Buy |
184,019
+10,095
| +6% | +$628K | 1.52% | 29 |
|
|
2020
Q4 | $10.7M | Buy |
173,924
+5,836
| +3% | +$359K | 1.63% | 27 |
|
|
2020
Q3 | $9.11M | Buy |
+168,088
| New | +$9.11M | 1.47% | 30 |
|
|
2015
Q4 | – | Sell |
-11,946
| Closed | -$534K | – | 80 |
|
|
2015
Q3 | $534K | Sell |
11,946
-111,331
| -90% | -$4.98M | 0.13% | 62 |
|
|
2015
Q2 | $5.17M | Sell |
123,277
-22,666
| -16% | -$950K | 1.16% | 39 |
|
|
2015
Q1 | $6.46M | Buy |
145,943
+2,072
| +1% | +$91.7K | 1.41% | 31 |
|
|
2014
Q4 | $7.07M | Buy |
143,871
+3,916
| +3% | +$192K | 1.49% | 31 |
|
|
2014
Q3 | $6.11M | Buy |
139,955
+2,857
| +2% | +$125K | 1.31% | 38 |
|
|
2014
Q2 | $6.22M | Buy |
137,098
+11,544
| +9% | +$524K | 1.26% | 38 |
|
|
2014
Q1 | $5.52M | Buy |
125,554
+20,771
| +20% | +$913K | 1.17% | 38 |
|
|
2013
Q4 | $4.31M | Buy |
104,783
+165
| +0.2% | +$6.78K | 0.93% | 42 |
|
|
2013
Q3 | $4.31M | Buy |
104,618
+18,625
| +22% | +$767K | 0.98% | 42 |
|
|
2013
Q2 | $3.8M | Buy |
+85,993
| New | +$3.8M | 0.94% | 42 |
|