PMIA
Patrick Mauro Investment Advisor’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.43M | Sell |
38,459
-2,720
| -7% | -$243K | 1.94% | 21 |
|
|
2025
Q1 | $3.79M | Sell |
41,179
-2,957
| -7% | -$272K | 2.07% | 22 |
|
|
2024
Q4 | $3.63M | Buy |
44,136
+4,225
| +11% | +$348K | 2.08% | 22 |
|
|
2024
Q3 | $3.6M | Sell |
39,911
-681
| -2% | -$61.4K | 1.9% | 23 |
|
|
2024
Q2 | $3.15M | Sell |
40,592
-2,481
| -6% | -$192K | 1.83% | 22 |
|
|
2024
Q1 | $3.09M | Sell |
43,073
-1,634
| -4% | -$117K | 1.76% | 23 |
|
|
2023
Q4 | $3.13M | Sell |
44,707
-85
| -0.2% | -$5.96K | 1.87% | 24 |
|
|
2023
Q3 | $2.9M | Buy |
44,792
+833
| +2% | +$53.9K | 1.88% | 21 |
|
|
2023
Q2 | $3.09M | Sell |
43,959
-21,658
| -33% | -$1.52M | 1.9% | 23 |
|
|
2023
Q1 | $4.57M | Buy |
65,617
+16,135
| +33% | +$1.12M | 2.85% | 13 |
|
|
2022
Q4 | $3.53M | Buy |
49,482
+3,862
| +8% | +$276K | 2.29% | 17 |
|
|
2022
Q3 | $3.1M | Buy |
+45,620
| New | +$3.1M | 2.24% | 18 |
|