Patten & Patten’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 | $1.98M | Hold |
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|
2025
Q2 | $1.92M | Sell |
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|
2025
Q1 | $1.93M | Buy |
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|
2024
Q4 | $1.72M | Sell |
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|
2024
Q3 | $1.89M | Sell |
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|
2024
Q2 | $1.71M | Sell |
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|
2024
Q1 | $1.58M | Buy |
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|
2023
Q4 | $1.45M | Buy |
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|
2023
Q3 | $1.33M | Buy |
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|
2023
Q2 | $1.42M | Buy |
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|
2023
Q1 | $1.37M | Buy |
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|
2022
Q4 | $1.37M | Buy |
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|
2022
Q3 | $1.3M | Buy |
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|
2022
Q2 | $1.36M | Buy |
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|
2022
Q1 | $1.38M | Buy |
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|
2021
Q4 | $1.31M | Sell |
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|
2021
Q3 | $1.23M | Buy |
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|
2021
Q2 | $1M | Sell |
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|
2021
Q1 | $1.27M | Sell |
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|
2020
Q4 | $1.27M | Buy |
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|
2020
Q3 | $1.07M | Buy |
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|
2020
Q2 | $859K | Buy |
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|
2020
Q1 | $893K | Buy |
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|
2019
Q4 | $938K | Buy |
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|
2019
Q3 | $864K | Buy |
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|
2019
Q2 | $739K | Hold |
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|
2019
Q1 | $691K | Buy |
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|
2018
Q4 | $569K | Hold |
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|
2018
Q3 | $565K | Sell |
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|
2018
Q2 | $647K | Sell |
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|
2018
Q1 | $694K | Sell |
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|
2017
Q4 | $850K | Sell |
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|
2017
Q3 | $888K | Buy |
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|
2017
Q2 | $769K | Buy |
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|
2017
Q1 | $600K | Buy |
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|
2016
Q4 | $350K | Buy |
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|
2016
Q3 | $330K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $284K | Hold |
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|
2015
Q4 | $257K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $221K | Hold |
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|
2014
Q4 | $245K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $293K | Hold |
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|
2013
Q4 | $274K | Sell |
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|
2013
Q3 | $303K | Buy |
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|
2013
Q2 | $317K | Buy |
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