GYL Financial Synergies’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $3.5M | Sell |
38,793
-112
| -0.3% | -$10.1K | 0.26% | 90 |
|
|
2024
Q2 | $3.02M | Sell |
38,905
-535
| -1% | -$41.5K | 0.23% | 94 |
|
|
2024
Q1 | $2.83M | Sell |
39,440
-635
| -2% | -$45.6K | 0.22% | 96 |
|
|
2023
Q4 | $2.81M | Buy |
40,075
+1,477
| +4% | +$104K | 0.23% | 97 |
|
|
2023
Q3 | $2.5M | Buy |
38,598
+61
| +0.2% | +$3.95K | 0.24% | 94 |
|
|
2023
Q2 | $2.71M | Sell |
38,537
-201
| -0.5% | -$14.1K | 0.25% | 92 |
|
|
2023
Q1 | $2.7M | Buy |
+38,738
| New | +$2.7M | 0.32% | 68 |
|