Nicolet Advisory Services’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $510K | Sell |
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|
2025
Q2 | $505K | Buy |
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|
2025
Q1 | $464K | Sell |
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|
2024
Q4 | $447K | Buy |
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|
2024
Q3 | $493K | Buy |
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|
2024
Q2 | $425K | Buy |
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|
2024
Q1 | $380K | Buy |
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|
2023
Q4 | $260K | Sell |
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|
2023
Q3 | $265K | Buy |
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|
2023
Q2 | $284K | Buy |
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|
2023
Q1 | $286K | Buy |
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|
2022
Q4 | $268K | Hold |
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|
2022
Q3 | $240K | Buy |
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|
2022
Q2 | $264K | Hold |
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|
2022
Q1 | $283K | Buy |
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|
2021
Q4 | $240K | Hold |
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|
2021
Q3 | $217K | Buy |
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|
2021
Q2 | $211K | Buy |
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|
2021
Q1 | $217K | Sell |
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|
2020
Q4 | $230K | Buy |
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|
2020
Q3 | $203K | Sell |
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|
2020
Q2 | $247K | Sell |
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|
2020
Q1 | $283K | Buy |
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|
2019
Q4 | $255K | Buy |
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|
2019
Q3 | $247K | Buy |
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|
2019
Q2 | $221K | Buy |
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|
2019
Q1 | $204K | Buy |
|