Richard C. Young & Co., Ltd. Southern CO Transaction History

Richard C. Young & Co., Ltd.

$864 Million
Q4 2024

A detailed history of Richard C. Young & Co., Ltd. transactions in Southern CO stock. As of the latest transaction made, Richard C. Young & Co., Ltd. holds 222,149 shares of SO stock, worth $18.4 Million. This represents 2.12% of its overall portfolio holdings.

Number of Shares

222,149

Previous 221,547 0.27%

Holding current value

$18.4 Million

Previous $20 Million 8.46%

% of portfolio

2.12%

Previous 2.32%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$81.5 - $94.15 $49,063 - $56,678	602 Added 0.27%	222,149 $18.3 Million
Q3 2024 Nov 07, 2024	BUY	$77.0 - $90.52 $266,266 - $313,018	3,458 Added 1.59%	221,547 $20 Million
Q2 2024 Aug 08, 2024	BUY	$67.77 - $80.71 $296,968 - $353,671	4,382 Added 2.05%	218,089 $16.9 Million
Q1 2024 May 08, 2024	SELL	$66.25 - $72.24 $138,462 - $150,981	-2,090 Reduced 0.97%	213,707 $15.3 Million
Q4 2023 Feb 12, 2024	BUY	$62.71 - $73.08 $242,750 - $282,892	3,871 Added 1.83%	215,797 $15.1 Million
Q3 2023 Nov 13, 2023	BUY	$64.72 - $73.09 $90,154 - $101,814	1,393 Added 0.66%	211,926 $13.7 Million
Q2 2023 Aug 08, 2023	BUY	$68.97 - $75.66 $247,464 - $271,468	3,588 Added 1.73%	210,533 $14.8 Million
Q1 2023 May 12, 2023	BUY	$62.32 - $72.5 $31,783 - $36,975	510 Added 0.25%	206,945 $14.4 Million
Q4 2022 Feb 10, 2023	SELL	$63.44 - $72.26 $76,064 - $86,639	-1,199 Reduced 0.58%	206,435 $14.7 Million
Q3 2022 Nov 10, 2022	SELL	$68.0 - $80.16 $12,648 - $14,909	-186 Reduced 0.09%	207,634 $14.1 Million
Q2 2022 Aug 03, 2022	BUY	$65.39 - $76.51 $212,125 - $248,198	3,244 Added 1.59%	207,820 $14.8 Million
Q1 2022 May 06, 2022	BUY	$62.84 - $72.51 $73,020 - $84,256	1,162 Added 0.57%	204,576 $14.8 Million
Q4 2021 Feb 11, 2022	BUY	$61.1 - $68.58 $460,510 - $516,887	7,537 Added 3.85%	203,414 $14 Million
Q3 2021 Nov 10, 2021	BUY	$61.34 - $67.32 $357,489 - $392,340	5,828 Added 3.07%	195,877 $12.1 Million
Q2 2021 Aug 11, 2021	BUY	$60.46 - $66.42 $364,573 - $400,512	6,030 Added 3.28%	190,049 $11.5 Million
Q1 2021 May 13, 2021	BUY	$56.72 - $62.32 $572,588 - $629,120	10,095 Added 5.8%	184,019 $11.4 Million
Q4 2020 Feb 12, 2021	BUY	$54.62 - $64.17 $318,762 - $374,496	5,836 Added 3.47%	173,924 $10.7 Million
Q3 2020 Nov 12, 2020	BUY	$51.56 - $55.78 $8.67 Million - $9.38 Million	168,088 New	168,088 $9.11 Million

Others Institutions Holding SO

# of Institutions

2,212

Shares Held

701M

Call Options Held

5.04M

Put Options Held

3.43M

View Full List

About SOUTHERN CO

Ticker SO
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 1,088,669,952
Market Cap $90.2B
Description
The Southern Company, through its subsidiaries, engages in the generation, transmission, and distribution of electricity. It operates through Gas Distribution Operations, Gas Pipeline Investments, Wholesale Gas Services, and Gas Marketing Services segments. The company also develops, constructs, acquires, owns, and manages power generation asset...

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Richard C. Young & Co., Ltd. Southern CO Transaction History