Yousif Capital Management’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.6M | Sell |
159,188
-269
| -0.2% | -$24.7K | 0.16% | 122 |
|
|
2025
Q1 | $14.7M | Sell |
159,457
-1,668
| -1% | -$153K | 0.17% | 113 |
|
|
2024
Q4 | $13.3M | Sell |
161,125
-2,867
| -2% | -$236K | 0.15% | 119 |
|
|
2024
Q3 | $14.8M | Sell |
163,992
-2,457
| -1% | -$222K | 0.16% | 111 |
|
|
2024
Q2 | $12.9M | Sell |
166,449
-2,043
| -1% | -$158K | 0.15% | 121 |
|
|
2024
Q1 | $12.1M | Sell |
168,492
-3,222
| -2% | -$231K | 0.13% | 137 |
|
|
2023
Q4 | $12M | Sell |
171,714
-7,581
| -4% | -$532K | 0.14% | 137 |
|
|
2023
Q3 | $11.6M | Sell |
179,295
-5,460
| -3% | -$353K | 0.15% | 130 |
|
|
2023
Q2 | $13M | Buy |
184,755
+1,357
| +0.7% | +$95.3K | 0.16% | 119 |
|
|
2023
Q1 | $12.8M | Sell |
183,398
-11,517
| -6% | -$801K | 0.17% | 116 |
|
|
2022
Q4 | $13.9M | Buy |
194,915
+7,536
| +4% | +$538K | 0.18% | 106 |
|
|
2022
Q3 | $12.7M | Sell |
187,379
-1,417
| -0.8% | -$96.4K | 0.18% | 95 |
|
|
2022
Q2 | $13.5M | Sell |
188,796
-7,890
| -4% | -$563K | 0.18% | 96 |
|
|
2022
Q1 | $14.3M | Buy |
196,686
+1,689
| +0.9% | +$122K | 0.15% | 109 |
|
|
2021
Q4 | $13.4M | Buy |
+194,997
| New | +$13.4M | 0.14% | 127 |
|