Cypress Capital Group’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 | $448K | Sell |
4,883
-417
| -8% | -$38.3K | 0.06% | 158 |
|
|
2025
Q1 | $487K | Sell |
5,300
-508
| -9% | -$46.7K | 0.06% | 147 |
|
|
2024
Q4 | $478K | Sell |
5,808
-3,160
| -35% | -$260K | 0.06% | 186 |
|
|
2024
Q3 | $809K | Buy |
8,968
+20
| +0.2% | +$1.8K | 0.09% | 172 |
|
|
2024
Q2 | $694K | Hold |
8,948
| – | – | 0.08% | 177 |
|
|
2024
Q1 | $642K | Buy |
8,948
+245
| +3% | +$17.6K | 0.08% | 197 |
|
|
2023
Q4 | $610K | Sell |
8,703
-384
| -4% | -$26.9K | 0.08% | 199 |
|
|
2023
Q3 | $588K | Buy |
9,087
+300
| +3% | +$19.4K | 0.08% | 199 |
|
|
2023
Q2 | $617K | Buy |
8,787
+4,125
| +88% | +$290K | 0.09% | 199 |
|
|
2023
Q1 | $324K | Sell |
4,662
-150
| -3% | -$10.4K | 0.05% | 243 |
|
|
2022
Q4 | $344K | Hold |
4,812
| – | – | 0.05% | 240 |
|
|
2022
Q3 | $327K | Sell |
4,812
-453
| -9% | -$30.8K | 0.05% | 222 |
|
|
2022
Q2 | $375K | Hold |
5,265
| – | – | 0.06% | 224 |
|
|
2022
Q1 | $382K | Sell |
5,265
-5,499
| -51% | -$399K | 0.05% | 239 |
|
|
2021
Q4 | $738K | Buy |
10,764
+1,114
| +12% | +$76.4K | 0.09% | 174 |
|
|
2021
Q3 | $598K | Sell |
9,650
-446
| -4% | -$27.6K | 0.08% | 197 |
|
|
2021
Q2 | $611K | Sell |
10,096
-401
| -4% | -$24.3K | 0.08% | 197 |
|
|
2021
Q1 | $653K | Sell |
10,497
-731
| -7% | -$45.5K | 0.09% | 193 |
|
|
2020
Q4 | $690K | Sell |
11,228
-202
| -2% | -$12.4K | 0.1% | 171 |
|
|
2020
Q3 | $620K | Buy |
11,430
+1,788
| +19% | +$97K | 0.1% | 156 |
|
|
2020
Q2 | $500K | Buy |
9,642
+3,883
| +67% | +$201K | 0.09% | 173 |
|
|
2020
Q1 | $312K | Buy |
5,759
+769
| +15% | +$41.7K | 0.07% | 161 |
|
|
2019
Q4 | $318K | Sell |
4,990
-100
| -2% | -$6.37K | 0.06% | 198 |
|
|
2019
Q3 | $315K | Sell |
5,090
-74
| -1% | -$4.58K | 0.06% | 202 |
|
|
2019
Q2 | $286K | Sell |
5,164
-103
| -2% | -$5.7K | 0.06% | 202 |
|
|
2019
Q1 | $272K | Buy |
5,267
+545
| +12% | +$28.1K | 0.06% | 217 |
|
|
2018
Q4 | $207K | Buy |
+4,722
| New | +$207K | 0.05% | 226 |
|
|
2018
Q3 | – | Sell |
-4,619
| Closed | -$214K | – | 240 |
|
|
2018
Q2 | $214K | Buy |
+4,619
| New | +$214K | 0.04% | 223 |
|
|
2015
Q2 | – | Sell |
-4,851
| Closed | -$215K | – | 206 |
|
|
2015
Q1 | $215K | Sell |
4,851
-95
| -2% | -$4.21K | 0.05% | 198 |
|
|
2014
Q4 | $243K | Buy |
+4,946
| New | +$243K | 0.06% | 201 |
|
|
2014
Q3 | – | Sell |
-6,686
| Closed | -$303K | – | 212 |
|
|
2014
Q2 | $303K | Buy |
6,686
+1,241
| +23% | +$56.2K | 0.07% | 174 |
|
|
2014
Q1 | $239K | Sell |
5,445
-800
| -13% | -$35.1K | 0.06% | 194 |
|
|
2013
Q4 | $257K | Sell |
6,245
-1,658
| -21% | -$68.2K | 0.06% | 188 |
|
|
2013
Q3 | $326K | Buy |
7,903
+107
| +1% | +$4.41K | 0.08% | 147 |
|
|
2013
Q2 | $344K | Buy |
+7,796
| New | +$344K | 0.07% | 156 |
|