Yousif Capital Management, LLC Southern CO Transaction History

Yousif Capital Management, LLC

$8.75 Billion
Q4 2024

A detailed history of Yousif Capital Management, LLC transactions in Southern CO stock. As of the latest transaction made, Yousif Capital Management, LLC holds 161,125 shares of SO stock, worth $14.3 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

161,125

Previous 163,992 1.75%

Holding current value

$14.3 Million

Previous $14.8 Million 10.31%

% of portfolio

0.15%

Previous 0.17%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	SELL	$81.5 - $94.15 $233,660 - $269,928	-2,867 Reduced 1.75%	161,125 $13.3 Million
Q3 2024 Oct 30, 2024	SELL	$77.0 - $90.52 $189,189 - $222,407	-2,457 Reduced 1.48%	163,992 $14.8 Million
Q2 2024 Jul 31, 2024	SELL	$67.77 - $80.71 $138,454 - $164,890	-2,043 Reduced 1.21%	166,449 $12.9 Million
Q1 2024 Apr 26, 2024	SELL	$66.25 - $72.24 $213,457 - $232,757	-3,222 Reduced 1.88%	168,492 $12.1 Million
Q4 2023 Feb 01, 2024	SELL	$62.71 - $73.08 $475,404 - $554,019	-7,581 Reduced 4.23%	171,714 $12 Million
Q3 2023 Oct 30, 2023	SELL	$64.72 - $73.09 $353,371 - $399,071	-5,460 Reduced 2.96%	179,295 $11.6 Million
Q2 2023 Aug 02, 2023	BUY	$68.97 - $75.66 $93,592 - $102,670	1,357 Added 0.74%	184,755 $13 Million
Q1 2023 May 02, 2023	SELL	$62.32 - $72.5 $717,739 - $834,982	-11,517 Reduced 5.91%	183,398 $12.8 Million
Q4 2022 Jan 09, 2023	BUY	$63.44 - $72.26 $478,083 - $544,551	7,536 Added 4.02%	194,915 $0
Q3 2022 Nov 04, 2022	SELL	$68.0 - $80.16 $96,356 - $113,586	-1,417 Reduced 0.75%	187,379 $12.7 Million
Q2 2022 Aug 01, 2022	SELL	$65.39 - $76.51 $515,927 - $603,663	-7,890 Reduced 4.01%	188,796 $13.5 Million
Q1 2022 May 12, 2022	BUY	$62.84 - $72.51 $106,136 - $122,469	1,689 Added 0.87%	196,686 $14.3 Million
Q4 2021 Jan 31, 2022	BUY	$61.1 - $68.58 $11.9 Million - $13.4 Million	194,997 New	194,997 $13.4 Million

Others Institutions Holding SO

# of Institutions

2,334

Shares Held

718M

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 $96.6B
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...

More about SO

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Yousif Capital Management, LLC Southern CO Transaction History