DJYG
David J. Yvars Group’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $665K | Buy |
7,237
+4
| +0.1% | +$367 | 0.39% | 34 |
|
|
2025
Q1 | $665K | Buy |
7,233
+4
| +0.1% | +$368 | 0.52% | 31 |
|
|
2024
Q4 | $595K | Buy |
7,229
+69
| +1% | +$5.68K | 0.36% | 38 |
|
|
2024
Q3 | $646K | Buy |
7,160
+4
| +0.1% | +$361 | 0.4% | 40 |
|
|
2024
Q2 | $555K | Buy |
7,156
+4
| +0.1% | +$310 | 0.35% | 39 |
|
|
2024
Q1 | $513K | Buy |
7,152
+5
| +0.1% | +$359 | 0.35% | 40 |
|
|
2023
Q4 | $501K | Buy |
7,147
+4
| +0.1% | +$280 | 0.4% | 34 |
|
|
2023
Q3 | $462K | Buy |
7,143
+5
| +0.1% | +$324 | 0.39% | 37 |
|
|
2023
Q2 | $501K | Buy |
7,138
+4
| +0.1% | +$281 | 0.41% | 38 |
|
|
2023
Q1 | $496K | Buy |
7,134
+105
| +1% | +$7.31K | 0.45% | 39 |
|
|
2022
Q4 | $502K | Buy |
7,029
+5
| +0.1% | +$357 | 0.63% | 28 |
|
|
2022
Q3 | $478K | Buy |
7,024
+3
| +0% | +$204 | 0.53% | 29 |
|
|
2022
Q2 | $513K | Buy |
7,021
+4
| +0.1% | +$292 | 0.7% | 25 |
|
|
2022
Q1 | $509K | Buy |
7,017
+4
| +0.1% | +$290 | 0.35% | 40 |
|
|
2021
Q4 | $481K | Buy |
7,013
+5
| +0.1% | +$343 | 0.3% | 44 |
|
|
2021
Q3 | $433K | Buy |
7,008
+4
| +0.1% | +$247 | 0.25% | 50 |
|
|
2021
Q2 | $424K | Sell |
7,004
-388
| -5% | -$23.5K | 0.24% | 56 |
|
|
2021
Q1 | $459K | Sell |
7,392
-891
| -11% | -$55.3K | 0.29% | 48 |
|
|
2020
Q4 | $509K | Buy |
+8,283
| New | +$509K | 0.34% | 40 |
|