Shulman De Meo Asset Management LLC Southern CO Transaction History

Shulman De Meo Asset Management LLC

$356 Million
Q1 2025

A detailed history of Shulman De Meo Asset Management LLC transactions in Southern CO stock. As of the latest transaction made, Shulman De Meo Asset Management LLC holds 8,909 shares of SO stock, worth $819,182. This represents 0.23% of its overall portfolio holdings.

Number of Shares

8,909

Previous 8,814 1.08%

Holding current value

$819,182

Previous $725,000 12.97%

% of portfolio

0.23%

Previous 0.2%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 09, 2025	BUY	$80.96 - $92.96 $7,691 - $8,831	95 Added 1.08%	8,909 $819,000
Q4 2024 Jan 14, 2025	SELL	$81.5 - $94.15 $978 - $1,129	-12 Reduced 0.14%	8,814 $725,000
Q3 2024 Oct 15, 2024	BUY	$77.0 - $90.52 $3,003 - $3,530	39 Added 0.44%	8,826 $795,000
Q2 2024 Jul 17, 2024	BUY	$67.77 - $80.71 $11,182 - $13,317	165 Added 1.91%	8,787 $681,000
Q1 2024 Apr 15, 2024	SELL	$66.25 - $72.24 $9,142 - $9,969	-138 Reduced 1.58%	8,622 $618,000
Q4 2023 Jan 11, 2024	BUY	$62.71 - $73.08 $156,963 - $182,919	2,503 Added 40.0%	8,760 $614,000
Q3 2023 Oct 19, 2023	SELL	$64.72 - $73.09 $8,607 - $9,720	-133 Reduced 2.08%	6,257 $404,000
Q2 2023 Jul 26, 2023	BUY	$68.97 - $75.66 $6,069 - $6,658	88 Added 1.4%	6,390 $448,000
Q1 2023 Apr 14, 2023	SELL	$62.32 - $72.5 $2,430 - $2,827	-39 Reduced 0.62%	6,302 $438,000
Q4 2022 Jan 23, 2023	SELL	$63.44 - $72.26 $507 - $578	-8 Reduced 0.13%	6,341 $0
Q3 2022 Oct 18, 2022	SELL	$68.0 - $80.16 $1,836 - $2,164	-27 Reduced 0.42%	6,349 $432,000
Q2 2022 Jul 22, 2022	BUY	$65.39 - $76.51 $4,773 - $5,585	73 Added 1.16%	6,376 $455,000
Q1 2022 Apr 27, 2022	BUY	$62.84 - $72.51 $35,316 - $40,750	562 Added 9.79%	6,303 $457,000
Q4 2021 Jan 28, 2022	BUY	$61.1 - $68.58 $40,937 - $45,948	670 Added 13.21%	5,741 $394,000
Q3 2021 Oct 26, 2021	BUY	$61.34 - $67.32 $311,055 - $341,379	5,071 New	5,071 $314,000
Q2 2021 Jul 21, 2021	SELL	$60.46 - $66.42 $304,416 - $334,424	-5,035 Closed	0 $0
Q1 2021 Apr 26, 2021	BUY	$56.72 - $62.32 $52,522 - $57,708	926 Added 22.54%	5,035 $313,000
Q4 2020 Jan 13, 2021	BUY	$54.62 - $64.17 $224,433 - $263,674	4,109 New	4,109 $252,000

Others Institutions Holding SO

# of Institutions

2,344

Shares Held

717M

Call Options Held

4.11M

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 $100B
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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Shulman De Meo Asset Management LLC Southern CO Transaction History