Gyroscope Capital Management Group’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-7,212
| Closed | -$334K | – | 126 |
|
|
2018
Q2 | $334K | Sell |
7,212
-538
| -7% | -$24.9K | 0.15% | 84 |
|
|
2018
Q1 | $346K | Buy |
7,750
+620
| +9% | +$27.7K | 0.16% | 80 |
|
|
2017
Q4 | $343K | Buy |
7,130
+633
| +10% | +$30.5K | 0.16% | 86 |
|
|
2017
Q3 | $319K | Buy |
6,497
+476
| +8% | +$23.4K | 0.16% | 80 |
|
|
2017
Q2 | $288K | Buy |
6,021
+691
| +13% | +$33.1K | 0.14% | 84 |
|
|
2017
Q1 | $265K | Buy |
5,330
+70
| +1% | +$3.48K | 0.16% | 73 |
|
|
2016
Q4 | $259K | Buy |
+5,260
| New | +$259K | 0.17% | 74 |
|
|
2016
Q2 | – | Sell |
-71,578
| Closed | -$3.7M | – | 80 |
|
|
2016
Q1 | $3.7M | Sell |
71,578
-11,868
| -14% | -$614K | 2.85% | 16 |
|
|
2015
Q4 | $3.9M | Buy |
83,446
+387
| +0.5% | +$18.1K | 3.07% | 8 |
|
|
2015
Q3 | $3.71M | Buy |
83,059
+6,949
| +9% | +$311K | 3.16% | 9 |
|
|
2015
Q2 | $3.19M | Buy |
76,110
+3,031
| +4% | +$127K | 2.61% | 19 |
|
|
2015
Q1 | $3.24M | Buy |
73,079
+3,061
| +4% | +$136K | 2.67% | 23 |
|
|
2014
Q4 | $3.44M | Buy |
+70,018
| New | +$3.44M | 2.82% | 12 |
|