Cypress Capital Management (Delaware)’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,760
| Closed | -$256K | – | 145 |
|
|
2022
Q3 | $256K | Sell |
3,760
-100
| -3% | -$6.81K | 0.05% | 175 |
|
|
2022
Q2 | $275K | Hold |
3,860
| – | – | 0.04% | 172 |
|
|
2022
Q1 | $280K | Hold |
3,860
| – | – | 0.04% | 181 |
|
|
2021
Q4 | $265K | Hold |
3,860
| – | – | 0.03% | 190 |
|
|
2021
Q3 | $234K | Hold |
3,860
| – | – | 0.03% | 166 |
|
|
2021
Q2 | $234K | Buy |
+3,860
| New | +$234K | 0.03% | 166 |
|