YCG
Yeomans Consulting Group’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $808K | Sell |
8,753
-455
| -5% | -$42K | 0.33% | 41 |
|
|
2025
Q1 | $847K | Sell |
9,208
-5,658
| -38% | -$520K | 0.33% | 33 |
|
|
2024
Q4 | $1.22M | Sell |
14,866
-3,476
| -19% | -$286K | 0.46% | 31 |
|
|
2024
Q3 | $1.65M | Buy |
18,342
+326
| +2% | +$29.4K | 0.62% | 27 |
|
|
2024
Q2 | $1.4M | Buy |
18,016
+10,473
| +139% | +$812K | 0.54% | 30 |
|
|
2024
Q1 | $541K | Buy |
7,543
+486
| +7% | +$34.9K | 0.24% | 43 |
|
|
2023
Q4 | $495K | Buy |
+7,057
| New | +$495K | 0.25% | 39 |
|