Patriot Investment Management Group’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 | $313K | Buy |
3,409
+210
| +7% | +$19.3K | 0.02% | 196 |
|
|
2025
Q1 | $294K | Sell |
3,199
-61
| -2% | -$5.61K | 0.02% | 193 |
|
|
2024
Q4 | $268K | Sell |
3,260
-850
| -21% | -$70K | 0.02% | 205 |
|
|
2024
Q3 | $371K | Hold |
4,110
| – | – | 0.03% | 182 |
|
|
2024
Q2 | $319K | Sell |
4,110
-567
| -12% | -$44K | 0.02% | 197 |
|
|
2024
Q1 | $336K | Buy |
4,677
+334
| +8% | +$24K | 0.03% | 196 |
|
|
2023
Q4 | $305K | Sell |
4,343
-407
| -9% | -$28.5K | 0.03% | 199 |
|
|
2023
Q3 | $307K | Sell |
4,750
-42
| -0.9% | -$2.72K | 0.03% | 196 |
|
|
2023
Q2 | $337K | Buy |
4,792
+5
| +0.1% | +$351 | 0.03% | 197 |
|
|
2023
Q1 | $333K | Sell |
4,787
-186
| -4% | -$12.9K | 0.03% | 194 |
|
|
2022
Q4 | $338K | Sell |
4,973
-195
| -4% | -$13.3K | 0.03% | 196 |
|
|
2022
Q3 | $351K | Sell |
5,168
-96
| -2% | -$6.52K | 0.04% | 183 |
|
|
2022
Q2 | $375K | Buy |
5,264
+122
| +2% | +$8.69K | 0.04% | 182 |
|
|
2022
Q1 | $372K | Sell |
5,142
-496
| -9% | -$35.9K | 0.03% | 198 |
|
|
2021
Q4 | $386K | Buy |
5,638
+504
| +10% | +$34.5K | 0.03% | 198 |
|
|
2021
Q3 | $318K | Buy |
5,134
+5
| +0.1% | +$310 | 0.03% | 207 |
|
|
2021
Q2 | $310K | Sell |
5,129
-6
| -0.1% | -$363 | 0.03% | 206 |
|
|
2021
Q1 | $319K | Buy |
5,135
+444
| +9% | +$27.6K | 0.03% | 199 |
|
|
2020
Q4 | $288K | Sell |
4,691
-643
| -12% | -$39.5K | 0.04% | 156 |
|
|
2020
Q3 | $289K | Sell |
5,334
-125
| -2% | -$6.77K | 0.03% | 185 |
|
|
2020
Q2 | $283K | Buy |
5,459
+287
| +6% | +$14.9K | 0.04% | 187 |
|
|
2020
Q1 | $280K | Buy |
5,172
+240
| +5% | +$13K | 0.04% | 170 |
|
|
2019
Q4 | $314K | Hold |
4,932
| – | – | 0.04% | 184 |
|
|
2019
Q3 | $303K | Sell |
4,932
-192
| -4% | -$11.8K | 0.04% | 179 |
|
|
2019
Q2 | $283K | Sell |
5,124
-3
| -0.1% | -$166 | 0.04% | 184 |
|
|
2019
Q1 | $264K | Buy |
+5,127
| New | +$264K | 0.04% | 185 |
|