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GYL Financial Synergies’s Southern Company SO Stock Holding History

GYL Financial Synergies’s Portfolio SO Stock Details SO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$3.5M Sell
38,793
-112
-0.3% -$9.57K 0.26% 90
2024
Q2 		$3.02M Sell
38,905
-535
-1% -$40.5K 0.23% 94
2024
Q1 		$2.83M Sell
39,440
-635
-2% -$43.8K 0.22% 96
2023
Q4 		$2.81M Buy
40,075
+1,477
+4% +$101K 0.23% 97
2023
Q3 		$2.5M Buy
38,598
+61
+0.2% +$4.23K 0.24% 94
2023
Q2 		$2.71M Sell
38,537
-201
-0.5% -$14.4K 0.25% 92
2023
Q1 		$2.7M Buy
+38,738
New +$2.61M 0.32% 68

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

GYL Financial Synergies's SO Position: Q3 2024 in Review

GYL Financial Synergies reduced its Southern Company (SO) stake by 0.29% in Q3 2024, selling an estimated $9.57K and leaving 38,793 shares worth $3.5M. The position accounts for 0.26% of the portfolio, ranked #90.

GYL Financial Synergies first reported a position in SO in Q1 2023 and has held it in 7 quarters since. 2,006 funds tracked by Wall St. Rank hold SO as of Q3 2024.

  • GYL Financial Synergies held 38,793 shares of Southern Company worth $3.5M as of Q3 2024.
  • GYL Financial Synergies sold 112 Southern Company shares in Q3 2024, an estimated $9.57K.
  • Southern Company made up 0.26% of GYL Financial Synergies's portfolio in Q3 2024, its #90 holding.
  • GYL Financial Synergies first reported a position in Southern Company in Q1 2023 and has held it in 7 quarters since.
  • 2,006 funds tracked by Wall St. Rank held Southern Company as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.