Nikulski Financial’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 | $466K | Buy |
5,078
+341
| +7% | +$31.3K | 0.13% | 102 |
|
|
2025
Q1 | $436K | Buy |
4,737
+714
| +18% | +$65.6K | 0.13% | 95 |
|
|
2024
Q4 | $331K | Buy |
4,023
+368
| +10% | +$30.3K | 0.1% | 104 |
|
|
2024
Q3 | $330K | Buy |
+3,655
| New | +$330K | 0.1% | 103 |
|
|
2024
Q1 | – | Sell |
-3,470
| Closed | -$243K | – | 139 |
|
|
2023
Q4 | $243K | Hold |
3,470
| – | – | 0.09% | 120 |
|
|
2023
Q3 | $225K | Sell |
3,470
-150
| -4% | -$9.71K | 0.09% | 115 |
|
|
2023
Q2 | $254K | Hold |
3,620
| – | – | 0.11% | 111 |
|
|
2023
Q1 | $252K | Hold |
3,620
| – | – | 0.11% | 114 |
|
|
2022
Q4 | $259K | Hold |
3,620
| – | – | 0.12% | 108 |
|
|
2022
Q3 | $246K | Buy |
3,620
+450
| +14% | +$30.6K | 0.13% | 109 |
|
|
2022
Q2 | $226K | Sell |
3,170
-220
| -6% | -$15.7K | 0.11% | 115 |
|
|
2022
Q1 | $246K | Hold |
3,390
| – | – | 0.1% | 112 |
|
|
2021
Q4 | $232K | Hold |
3,390
| – | – | 0.1% | 112 |
|
|
2021
Q3 | $210K | Hold |
3,390
| – | – | 0.1% | 113 |
|
|
2021
Q2 | $213K | Sell |
3,390
-1,350
| -28% | -$84.8K | 0.1% | 117 |
|
|
2021
Q1 | $295K | Sell |
4,740
-815
| -15% | -$50.7K | 0.15% | 102 |
|
|
2020
Q4 | $341K | Buy |
5,555
+305
| +6% | +$18.7K | 0.19% | 90 |
|
|
2020
Q3 | $285K | Buy |
5,250
+200
| +4% | +$10.9K | 0.18% | 92 |
|
|
2020
Q2 | $262K | Buy |
5,050
+1,070
| +27% | +$55.5K | 0.18% | 93 |
|
|
2020
Q1 | $215K | Buy |
+3,980
| New | +$215K | 0.19% | 89 |
|