Patton Albertson Miller 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 | $1.07M | Buy |
11,688
+985
| +9% | +$90.4K | 0.14% | 115 |
|
|
2025
Q1 | $984K | Sell |
10,703
-2,131
| -17% | -$196K | 0.15% | 117 |
|
|
2024
Q4 | $1.06M | Hold |
12,834
| – | – | 0.14% | 110 |
|
|
2024
Q3 | $1.16M | Sell |
12,834
-425
| -3% | -$38.3K | 0.16% | 106 |
|
|
2024
Q2 | $1.03M | Sell |
13,259
-401
| -3% | -$31.1K | 0.15% | 108 |
|
|
2024
Q1 | $980K | Sell |
13,660
-1,068
| -7% | -$76.6K | 0.15% | 107 |
|
|
2023
Q4 | $1.03M | Sell |
14,728
-430
| -3% | -$30.2K | 0.17% | 112 |
|
|
2023
Q3 | $981K | Sell |
15,158
-438
| -3% | -$28.3K | 0.19% | 109 |
|
|
2023
Q2 | $1.1M | Sell |
15,596
-1,165
| -7% | -$81.8K | 0.21% | 107 |
|
|
2023
Q1 | $1.17M | Sell |
16,761
-92
| -0.5% | -$6.4K | 0.21% | 106 |
|
|
2022
Q4 | $1.2M | Sell |
16,853
-450
| -3% | -$32.1K | 0.22% | 107 |
|
|
2022
Q3 | $1.18M | Sell |
17,303
-1,106
| -6% | -$75.2K | 0.25% | 103 |
|
|
2022
Q2 | $1.31M | Sell |
18,409
-773
| -4% | -$55.1K | 0.27% | 106 |
|
|
2022
Q1 | $1.39M | Buy |
19,182
+907
| +5% | +$65.8K | 0.24% | 114 |
|
|
2021
Q4 | $1.25M | Buy |
18,275
+969
| +6% | +$66.4K | 0.2% | 119 |
|
|
2021
Q3 | $1.07M | Buy |
17,306
+3,827
| +28% | +$237K | 0.2% | 120 |
|
|
2021
Q2 | $816K | Sell |
13,479
-2,213
| -14% | -$134K | 0.19% | 115 |
|
|
2021
Q1 | $975K | Buy |
15,692
+139
| +0.9% | +$8.64K | 0.24% | 107 |
|
|
2020
Q4 | $922K | Sell |
15,553
-1,936
| -11% | -$115K | 0.22% | 112 |
|
|
2020
Q3 | $948K | Buy |
17,489
+950
| +6% | +$51.5K | 0.27% | 100 |
|
|
2020
Q2 | $858K | Hold |
16,539
| – | – | 0.25% | 106 |
|
|
2020
Q1 | $895K | Sell |
16,539
-3,076
| -16% | -$166K | 0.3% | 98 |
|
|
2019
Q4 | $1.25M | Sell |
19,615
-194
| -1% | -$12.4K | 0.33% | 98 |
|
|
2019
Q3 | $1.22M | Buy |
19,809
+553
| +3% | +$34.2K | 0.35% | 98 |
|
|
2019
Q2 | $1.12M | Buy |
+19,256
| New | +$1.12M | 0.32% | 100 |
|
|
2018
Q4 | – | Sell |
-3,515
| Closed | -$162K | – | 250 |
|
|
2018
Q3 | $162K | Buy |
+3,515
| New | +$162K | 0.08% | 123 |
|
|
2017
Q2 | – | Sell |
-6,740
| Closed | -$337K | – | 132 |
|
|
2017
Q1 | $337K | Sell |
6,740
-61
| -0.9% | -$3.05K | 0.14% | 110 |
|
|
2016
Q4 | $335K | Buy |
6,801
+102
| +2% | +$5.02K | 0.14% | 112 |
|
|
2016
Q3 | $344K | Sell |
6,699
-50
| -0.7% | -$2.57K | 0.15% | 111 |
|
|
2016
Q2 | $362K | Hold |
6,749
| – | – | 0.16% | 109 |
|
|
2016
Q1 | $349K | Hold |
6,749
| – | – | 0.18% | 104 |
|
|
2015
Q4 | $316K | Hold |
6,749
| – | – | 0.16% | 103 |
|
|
2015
Q3 | $302K | Sell |
6,749
-360
| -5% | -$16.1K | 0.16% | 100 |
|
|
2015
Q2 | $298K | Sell |
7,109
-1,723
| -20% | -$72.2K | 0.13% | 114 |
|
|
2015
Q1 | $391K | Sell |
8,832
-1,286
| -13% | -$56.9K | 0.16% | 117 |
|
|
2014
Q4 | $497K | Sell |
10,118
-933
| -8% | -$45.8K | 0.23% | 110 |
|
|
2014
Q3 | $480K | Buy |
11,051
+625
| +6% | +$27.1K | 0.25% | 111 |
|
|
2014
Q2 | $470K | Sell |
10,426
-5,440
| -34% | -$245K | 0.24% | 119 |
|
|
2014
Q1 | $697K | Buy |
15,866
+382
| +2% | +$16.8K | 0.37% | 75 |
|
|
2013
Q4 | $637K | Sell |
15,484
-699
| -4% | -$28.8K | 0.37% | 73 |
|
|
2013
Q3 | $666K | Sell |
16,183
-6,300
| -28% | -$259K | 0.4% | 75 |
|
|
2013
Q2 | $992K | Buy |
+22,483
| New | +$992K | 0.6% | 60 |
|