Southernsun Asset Management’s Dycom Industries DY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.2M | Sell |
74,662
-105,030
| -58% | -$25.7M | 2.56% | 20 |
|
|
2025
Q1 | $27.4M | Sell |
179,692
-43,318
| -19% | -$6.6M | 3.96% | 12 |
|
|
2024
Q4 | $38.8M | Sell |
223,010
-13,542
| -6% | -$2.36M | 4.84% | 7 |
|
|
2024
Q3 | $46.6M | Sell |
236,552
-89,412
| -27% | -$17.6M | 5.53% | 6 |
|
|
2024
Q2 | $55M | Sell |
325,964
-130,172
| -29% | -$22M | 6.64% | 1 |
|
|
2024
Q1 | $65.5M | Sell |
456,136
-102,923
| -18% | -$14.8M | 7.29% | 1 |
|
|
2023
Q4 | $64.3M | Sell |
559,059
-40,783
| -7% | -$4.69M | 7.42% | 1 |
|
|
2023
Q3 | $53.4M | Sell |
599,842
-13,767
| -2% | -$1.23M | 6.25% | 2 |
|
|
2023
Q2 | $69.7M | Sell |
613,609
-43,536
| -7% | -$4.95M | 7.36% | 2 |
|
|
2023
Q1 | $61.5M | Buy |
657,145
+75,865
| +13% | +$7.1M | 7.02% | 2 |
|
|
2022
Q4 | $54.4M | Sell |
581,280
-5,832
| -1% | -$546K | 6.2% | 2 |
|
|
2022
Q3 | $56.1M | Sell |
587,112
-50,294
| -8% | -$4.8M | 6.92% | 2 |
|
|
2022
Q2 | $59.3M | Buy |
637,406
+72,390
| +13% | +$6.74M | 7.35% | 1 |
|
|
2022
Q1 | $53.8M | Sell |
565,016
-16,559
| -3% | -$1.58M | 5.81% | 3 |
|
|
2021
Q4 | $54.5M | Sell |
581,575
-176,548
| -23% | -$16.6M | 5.45% | 3 |
|
|
2021
Q3 | $54M | Buy |
758,123
+71,079
| +10% | +$5.06M | 5.71% | 3 |
|
|
2021
Q2 | $51.2M | Buy |
687,044
+7,314
| +1% | +$545K | 5.61% | 5 |
|
|
2021
Q1 | $63.1M | Buy |
679,730
+16,565
| +2% | +$1.54M | 6.55% | 3 |
|
|
2020
Q4 | $50.1M | Sell |
663,165
-340,395
| -34% | -$25.7M | 5.74% | 5 |
|
|
2020
Q3 | $53M | Sell |
1,003,560
-249,025
| -20% | -$13.2M | 6.94% | 3 |
|
|
2020
Q2 | $51.2M | Sell |
1,252,585
-578,585
| -32% | -$23.7M | 6.91% | 2 |
|
|
2020
Q1 | $47M | Buy |
1,831,170
+296,642
| +19% | +$7.61M | 6.95% | 2 |
|
|
2019
Q4 | $72.4M | Sell |
1,534,528
-115,032
| -7% | -$5.42M | 6.59% | 2 |
|
|
2019
Q3 | $84.2M | Buy |
1,649,560
+65,971
| +4% | +$3.37M | 6.99% | 1 |
|
|
2019
Q2 | $93.2M | Sell |
1,583,589
-145,370
| -8% | -$8.56M | 7.18% | 1 |
|
|
2019
Q1 | $79.4M | Buy |
1,728,959
+404,316
| +31% | +$18.6M | 5.69% | 6 |
|
|
2018
Q4 | $71.6M | Buy |
1,324,643
+16,484
| +1% | +$891K | 5.25% | 5 |
|
|
2018
Q3 | $111M | Buy |
1,308,159
+320,061
| +32% | +$27.1M | 5.06% | 7 |
|
|
2018
Q2 | $93.4M | Buy |
988,098
+213,893
| +28% | +$20.2M | 3.05% | 16 |
|
|
2018
Q1 | $83.3M | Sell |
774,205
-32,179
| -4% | -$3.46M | 2.34% | 19 |
|
|
2017
Q4 | $89.9M | Buy |
806,384
+340,988
| +73% | +$38M | 2.29% | 20 |
|
|
2017
Q3 | $40M | Buy |
+465,396
| New | +$40M | 0.98% | 28 |
|