Nicollet Investment Management’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 | $1.05M | Hold |
11,461
| – | – | 0.35% | 50 |
|
2025
Q1 | $1.05M | Hold |
11,461
| – | – | 0.37% | 48 |
|
2024
Q4 | $943K | Hold |
11,461
| – | – | 0.32% | 50 |
|
2024
Q3 | $1.03M | Hold |
11,461
| – | – | 0.36% | 49 |
|
2024
Q2 | $889K | Hold |
11,461
| – | – | 0.33% | 49 |
|
2024
Q1 | $822K | Hold |
11,461
| – | – | 0.3% | 55 |
|
2023
Q4 | $804K | Hold |
11,461
| – | – | 0.33% | 49 |
|
2023
Q3 | $742K | Hold |
11,461
| – | – | 0.33% | 49 |
|
2023
Q2 | $805K | Hold |
11,461
| – | – | 0.36% | 47 |
|
2023
Q1 | $797K | Hold |
11,461
| – | – | 0.41% | 43 |
|
2022
Q4 | $818K | Hold |
11,461
| – | – | 0.47% | 41 |
|
2022
Q3 | $779K | Hold |
11,461
| – | – | 0.43% | 41 |
|
2022
Q2 | $817K | Hold |
11,461
| – | – | 0.44% | 40 |
|
2022
Q1 | $831K | Hold |
11,461
| – | – | 0.37% | 46 |
|
2021
Q4 | $786K | Hold |
11,461
| – | – | 0.32% | 46 |
|
2021
Q3 | $710K | Sell |
11,461
-10
| -0.1% | -$619 | 0.3% | 49 |
|
2021
Q2 | $694K | Buy |
+11,471
| New | +$694K | 0.28% | 53 |
|