Nicolet Advisory Services’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $505K | Buy |
5,317
+102
| +2% | +$9.69K | 0.04% | 214 |
|
|
2025
Q1 | $464K | Sell |
5,215
-281
| -5% | -$25K | 0.05% | 202 |
|
|
2024
Q4 | $447K | Buy |
5,496
+62
| +1% | +$5.04K | 0.04% | 224 |
|
|
2024
Q3 | $493K | Buy |
5,434
+16
| +0.3% | +$1.45K | 0.05% | 205 |
|
|
2024
Q2 | $425K | Buy |
5,418
+35
| +0.7% | +$2.75K | 0.04% | 226 |
|
|
2024
Q1 | $380K | Buy |
5,383
+1,753
| +48% | +$124K | 0.04% | 225 |
|
|
2023
Q4 | $260K | Sell |
3,630
-471
| -11% | -$33.7K | 0.03% | 271 |
|
|
2023
Q3 | $265K | Buy |
4,101
+92
| +2% | +$5.95K | 0.03% | 247 |
|
|
2023
Q2 | $284K | Buy |
4,009
+50
| +1% | +$3.54K | 0.03% | 240 |
|
|
2023
Q1 | $286K | Buy |
3,959
+211
| +6% | +$15.3K | 0.03% | 215 |
|
|
2022
Q4 | $268K | Hold |
3,748
| – | – | 0.04% | 191 |
|
|
2022
Q3 | $240K | Buy |
3,748
+43
| +1% | +$2.75K | 0.04% | 162 |
|
|
2022
Q2 | $264K | Hold |
3,705
| – | – | 0.04% | 144 |
|
|
2022
Q1 | $283K | Buy |
3,705
+211
| +6% | +$16.1K | 0.04% | 154 |
|
|
2021
Q4 | $240K | Hold |
3,494
| – | – | 0.03% | 173 |
|
|
2021
Q3 | $217K | Buy |
3,494
+7
| +0.2% | +$435 | 0.03% | 186 |
|
|
2021
Q2 | $211K | Buy |
3,487
+1
| +0% | +$61 | 0.03% | 178 |
|
|
2021
Q1 | $217K | Sell |
3,486
-255
| -7% | -$15.9K | 0.03% | 165 |
|
|
2020
Q4 | $230K | Buy |
3,741
+3
| +0.1% | +$184 | 0.03% | 159 |
|
|
2020
Q3 | $203K | Sell |
3,738
-1,027
| -22% | -$55.8K | 0.03% | 155 |
|
|
2020
Q2 | $247K | Sell |
4,765
-467
| -9% | -$24.2K | 0.04% | 170 |
|
|
2020
Q1 | $283K | Buy |
5,232
+1,235
| +31% | +$66.8K | 0.05% | 147 |
|
|
2019
Q4 | $255K | Buy |
3,997
+1
| +0% | +$64 | 0.04% | 147 |
|
|
2019
Q3 | $247K | Buy |
3,996
+3
| +0.1% | +$185 | 0.04% | 145 |
|
|
2019
Q2 | $221K | Buy |
3,993
+49
| +1% | +$2.71K | 0.03% | 145 |
|
|
2019
Q1 | $204K | Buy |
+3,944
| New | +$204K | 0.03% | 144 |
|