Cypress Capital Management (Wyoming)’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-19,781
| Closed | -$1.26M | – | 195 |
|
|
2019
Q4 | $1.26M | Sell |
19,781
-1,140
| -5% | -$72.6K | 1.19% | 27 |
|
|
2019
Q3 | $1.29M | Sell |
20,921
-36
| -0.2% | -$2.22K | 1.52% | 22 |
|
|
2019
Q2 | $1.16M | Sell |
20,957
-8
| -0% | -$442 | 1.38% | 25 |
|
|
2019
Q1 | $1.08M | Buy |
20,965
+18,647
| +804% | +$963K | 1.45% | 24 |
|
|
2018
Q4 | $102K | Buy |
+2,318
| New | +$102K | 0.2% | 80 |
|
|
2017
Q1 | – | Sell |
-500
| Closed | -$24.6K | – | 287 |
|
|
2016
Q4 | $24.6K | Hold |
500
| – | – | 0.03% | 169 |
|
|
2016
Q3 | $25.7K | Buy |
500
+200
| +67% | +$10.3K | 0.03% | 143 |
|
|
2016
Q2 | $16.1K | Sell |
300
-200
| -40% | -$10.7K | 0.02% | 151 |
|
|
2016
Q1 | $25.9K | Hold |
500
| – | – | 0.03% | 133 |
|
|
2015
Q4 | $23.4K | Hold |
500
| – | – | 0.03% | 143 |
|
|
2015
Q3 | $22.4K | Hold |
500
| – | – | 0.03% | 146 |
|
|
2015
Q2 | $21K | Hold |
500
| – | – | 0.02% | 173 |
|
|
2015
Q1 | $22.1K | Buy |
+500
| New | +$22.1K | 0.03% | 159 |
|