Patten 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 | $540K | Buy |
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|
2025
Q2 | $465K | Sell |
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|
2025
Q1 | $650K | Sell |
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|
2024
Q4 | $585K | Buy |
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|
2024
Q3 | $625K | Buy |
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|
2024
Q2 | $488K | Buy |
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|
2024
Q1 | $441K | Buy |
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|
2023
Q4 | $401K | Sell |
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|
2023
Q3 | $370K | Hold |
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|
2023
Q2 | $402K | Hold |
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|
2023
Q1 | $398K | Hold |
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|
2022
Q4 | $409K | Buy |
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|
2022
Q3 | $332K | Buy |
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|
2022
Q2 | $212K | Sell |
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|
2022
Q1 | $230K | Sell |
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|
2021
Q4 | $228K | Hold |
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|
2021
Q3 | $206K | Hold |
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|
2021
Q2 | $201K | Hold |
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|
2021
Q1 | $206K | Hold |
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|
2020
Q4 | $204K | Sell |
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|
2020
Q3 | $238K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $90K | Hold |
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|
2018
Q3 | $90K | Sell |
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|
2018
Q2 | $125K | Sell |
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|
2018
Q1 | $172K | Sell |
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|
2017
Q4 | $254K | Sell |
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|
2017
Q3 | $300K | Buy |
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|
2017
Q2 | $294K | Buy |
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|
2017
Q1 | $210K | Buy |
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|
2016
Q4 | $124K | Hold |
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|
2016
Q3 | $130K | Hold |
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|
2016
Q2 | $138K | Hold |
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|
2016
Q1 | $133K | Hold |
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|
2015
Q4 | $120K | Hold |
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|
2015
Q3 | $115K | Hold |
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|
2015
Q2 | $108K | Buy |
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