Nisa Investment Advisors’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 | $14.2M | Buy |
154,413
+2,629
| +2% | +$241K | 0.06% | 220 |
|
|
2025
Q1 | $14M | Sell |
151,784
-4,184
| -3% | -$385K | 0.07% | 218 |
|
|
2024
Q4 | $12.8M | Buy |
155,968
+10,139
| +7% | +$835K | 0.05% | 255 |
|
|
2024
Q3 | $13.2M | Buy |
145,829
+1,602
| +1% | +$144K | 0.08% | 236 |
|
|
2024
Q2 | $11.2M | Sell |
144,227
-23,569
| -14% | -$1.83M | 0.07% | 257 |
|
|
2024
Q1 | $12M | Buy |
167,796
+18,800
| +13% | +$1.35M | 0.08% | 242 |
|
|
2023
Q4 | $10.4M | Buy |
148,996
+11,196
| +8% | +$785K | 0.07% | 249 |
|
|
2023
Q3 | $8.92M | Sell |
137,800
-18,975
| -12% | -$1.23M | 0.07% | 273 |
|
|
2023
Q2 | $11M | Sell |
156,775
-1,725
| -1% | -$121K | 0.08% | 253 |
|
|
2023
Q1 | $11M | Buy |
158,500
+6,040
| +4% | +$420K | 0.09% | 250 |
|
|
2022
Q4 | $10.9M | Sell |
152,460
-4,019
| -3% | -$287K | 0.09% | 260 |
|
|
2022
Q3 | $10.6M | Buy |
156,479
+5,064
| +3% | +$344K | 0.09% | 238 |
|
|
2022
Q2 | $10.8M | Buy |
151,415
+4,140
| +3% | +$295K | 0.09% | 227 |
|
|
2022
Q1 | $10.7M | Sell |
147,275
-3,140
| -2% | -$228K | 0.08% | 256 |
|
|
2021
Q4 | $10.5M | Buy |
150,415
+14,425
| +11% | +$1M | 0.08% | 248 |
|
|
2021
Q3 | $8.43K | Buy |
135,990
+500
| +0.4% | +$31 | 0.05% | 314 |
|
|
2021
Q2 | $8.2K | Sell |
135,490
-989
| -0.7% | -$60 | 0.05% | 315 |
|
|
2021
Q1 | $8.48K | Sell |
136,479
-274,631
| -67% | -$17.1K | 0.05% | 299 |
|
|
2020
Q4 | $25.3M | Buy |
411,110
+268,631
| +189% | +$16.5M | 0.16% | 139 |
|
|
2020
Q3 | $7.73M | Buy |
142,479
+200
| +0.1% | +$10.8K | 0.06% | 283 |
|
|
2020
Q2 | $7.38M | Sell |
142,279
-28,157
| -17% | -$1.46M | 0.07% | 263 |
|
|
2020
Q1 | $9.23M | Buy |
170,436
+13,890
| +9% | +$752K | 0.1% | 199 |
|
|
2019
Q4 | $9.97M | Sell |
156,546
-1,350
| -0.9% | -$86K | 0.09% | 228 |
|
|
2019
Q3 | $9.75M | Buy |
157,896
+4,000
| +3% | +$247K | 0.09% | 228 |
|
|
2019
Q2 | $8.51M | Buy |
153,896
+4,143
| +3% | +$229K | 0.08% | 242 |
|
|
2019
Q1 | $7.74M | Sell |
149,753
-18,793
| -11% | -$971K | 0.08% | 255 |
|
|
2018
Q4 | $7.4M | Sell |
168,546
-800
| -0.5% | -$35.1K | 0.08% | 235 |
|
|
2018
Q3 | $7.39M | Sell |
169,346
-17,072
| -9% | -$744K | 0.07% | 278 |
|
|
2018
Q2 | $8.63M | Buy |
186,418
+9,525
| +5% | +$441K | 0.09% | 225 |
|
|
2018
Q1 | $7.81M | Buy |
176,893
+15,880
| +10% | +$701K | 0.08% | 239 |
|
|
2017
Q4 | $7.74M | Sell |
161,013
-3,280
| -2% | -$158K | 0.08% | 248 |
|
|
2017
Q3 | $8.07M | Sell |
164,293
-6,480
| -4% | -$318K | 0.09% | 220 |
|
|
2017
Q2 | $8.25M | Sell |
170,773
-35,217
| -17% | -$1.7M | 0.1% | 220 |
|
|
2017
Q1 | $10.3M | Buy |
205,990
+24,290
| +13% | +$1.21M | 0.12% | 186 |
|
|
2016
Q4 | $8.94M | Buy |
181,700
+9,000
| +5% | +$443K | 0.11% | 203 |
|
|
2016
Q3 | $8.86M | Sell |
172,700
-49,600
| -22% | -$2.54M | 0.11% | 205 |
|
|
2016
Q2 | $11.9M | Buy |
222,300
+49,600
| +29% | +$2.66M | 0.16% | 147 |
|
|
2016
Q1 | $8.93M | Buy |
172,700
+5,400
| +3% | +$279K | 0.13% | 176 |
|
|
2015
Q4 | $7.83M | Buy |
167,300
+66,800
| +66% | +$3.13M | 0.11% | 189 |
|
|
2015
Q3 | $4.48M | Sell |
100,500
-44,700
| -31% | -$1.99M | 0.07% | 293 |
|
|
2015
Q2 | $6.08M | Buy |
145,200
+30,900
| +27% | +$1.29M | 0.09% | 232 |
|
|
2015
Q1 | $5.06M | Buy |
114,300
+18,600
| +19% | +$824K | 0.07% | 289 |
|
|
2014
Q4 | $4.7M | Buy |
95,700
+25,000
| +35% | +$1.23M | 0.06% | 306 |
|
|
2014
Q3 | $3.09M | Buy |
70,700
+3,200
| +5% | +$140K | 0.04% | 411 |
|
|
2014
Q2 | $3.06M | Sell |
67,500
-5,800
| -8% | -$263K | 0.04% | 418 |
|
|
2014
Q1 | $3.22M | Sell |
73,300
-21,050
| -22% | -$925K | 0.05% | 394 |
|
|
2013
Q4 | $3.88M | Sell |
94,350
-17,400
| -16% | -$715K | 0.06% | 335 |
|
|
2013
Q3 | $4.6M | Buy |
111,750
+2,950
| +3% | +$121K | 0.07% | 264 |
|
|
2013
Q2 | $4.8M | Buy |
+108,800
| New | +$4.8M | 0.07% | 239 |
|