CAM
Cypress Asset Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-8,880
| Closed | -$459K | – | 208 |
|
|
2016
Q1 | $459K | Sell |
8,880
-125
| -1% | -$6.46K | 0.09% | 140 |
|
|
2015
Q4 | $421K | Hold |
9,005
| – | – | 0.08% | 142 |
|
|
2015
Q3 | $403K | Sell |
9,005
-25
| -0.3% | -$1.12K | 0.08% | 141 |
|
|
2015
Q2 | $378K | Hold |
9,030
| – | – | 0.07% | 155 |
|
|
2015
Q1 | $400K | Sell |
9,030
-600
| -6% | -$26.6K | 0.07% | 149 |
|
|
2014
Q4 | $473K | Buy |
9,630
+1,000
| +12% | +$49.1K | 0.09% | 141 |
|
|
2014
Q3 | $377K | Sell |
8,630
-200
| -2% | -$8.74K | 0.07% | 158 |
|
|
2014
Q2 | $401K | Buy |
+8,830
| New | +$401K | 0.07% | 159 |
|