Nichols Asset Management’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $304K | Hold |
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|
2016
Q3 | $317K | Hold |
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|
2016
Q2 | $331K | Hold |
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|
2016
Q1 | $319K | Hold |
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|
2015
Q4 | $289K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $259K | Hold |
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|
2015
Q1 | $273K | Hold |
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|
2014
Q4 | $303K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $253K | Hold |
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|
2013
Q3 | $254K | Sell |
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|
2013
Q2 | $325K | Buy |
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