Patriot Investment Management Group’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $317K | Sell |
|
|||||
|
2025
Q2 | $313K | Buy |
|
|||||
|
2025
Q1 | $294K | Sell |
|
|||||
|
2024
Q4 | $268K | Sell |
|
|||||
|
2024
Q3 | $371K | Hold |
|
|||||
|
2024
Q2 | $319K | Sell |
|
|||||
|
2024
Q1 | $336K | Buy |
|
|||||
|
2023
Q4 | $305K | Sell |
|
|||||
|
2023
Q3 | $307K | Sell |
|
|||||
|
2023
Q2 | $337K | Buy |
|
|||||
|
2023
Q1 | $333K | Sell |
|
|||||
|
2022
Q4 | $338K | Sell |
|
|||||
|
2022
Q3 | $351K | Sell |
|
|||||
|
2022
Q2 | $375K | Buy |
|
|||||
|
2022
Q1 | $372K | Sell |
|
|||||
|
2021
Q4 | $386K | Buy |
|
|||||
|
2021
Q3 | $318K | Buy |
|
|||||
|
2021
Q2 | $310K | Sell |
|
|||||
|
2021
Q1 | $319K | Buy |
|
|||||
|
2020
Q4 | $288K | Sell |
|
|||||
|
2020
Q3 | $289K | Sell |
|
|||||
|
2020
Q2 | $283K | Buy |
|
|||||
|
2020
Q1 | $280K | Buy |
|
|||||
|
2019
Q4 | $314K | Hold |
|
|||||
|
2019
Q3 | $303K | Sell |
|
|||||
|
2019
Q2 | $283K | Sell |
|
|||||
|
2019
Q1 | $264K | Buy |
|