Patriot Investment Management Inc. Southern CO Transaction History

Patriot Investment Management Inc.

$1.33 Billion
Q4 2024

A detailed history of Patriot Investment Management Inc. transactions in Southern CO stock. As of the latest transaction made, Patriot Investment Management Inc. holds 3,260 shares of SO stock, worth $272,144. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,260

Previous 4,110 20.68%

Holding current value

$272,144

Previous $370,000 27.57%

% of portfolio

0.02%

Previous 0.03%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$81.5 - $94.15 $69,275 - $80,027	-850 Reduced 20.68%	3,260 $268,000
Q2 2024 Jul 15, 2024	SELL	$67.77 - $80.71 $38,425 - $45,762	-567 Reduced 12.12%	4,110 $318,000
Q1 2024 Apr 16, 2024	BUY	$66.25 - $72.24 $22,127 - $24,128	334 Added 7.69%	4,677 $335,000
Q4 2023 Jan 17, 2024	SELL	$62.71 - $73.08 $25,522 - $29,743	-407 Reduced 8.57%	4,343 $304,000
Q3 2023 Oct 17, 2023	SELL	$64.72 - $73.09 $2,718 - $3,069	-42 Reduced 0.88%	4,750 $307,000
Q2 2023 Jul 13, 2023	BUY	$68.97 - $75.66 $344 - $378	5 Added 0.1%	4,792 $336,000
Q1 2023 Apr 19, 2023	SELL	$62.32 - $72.5 $11,591 - $13,485	-186 Reduced 3.74%	4,787 $333,000
Q4 2022 Feb 14, 2023	SELL	$63.44 - $72.26 $12,370 - $14,090	-195 Reduced 3.77%	4,973 $355,000
Q3 2022 Nov 02, 2022	SELL	$68.0 - $80.16 $6,528 - $7,695	-96 Reduced 1.82%	5,168 $351,000
Q2 2022 Jul 26, 2022	BUY	$65.39 - $76.51 $7,977 - $9,334	122 Added 2.37%	5,264 $375,000
Q1 2022 May 02, 2022	SELL	$62.84 - $72.51 $31,168 - $35,964	-496 Reduced 8.8%	5,142 $372,000
Q4 2021 Feb 01, 2022	BUY	$61.1 - $68.58 $30,794 - $34,564	504 Added 9.82%	5,638 $386,000
Q3 2021 Oct 20, 2021	BUY	$61.34 - $67.32 $306 - $336	5 Added 0.1%	5,134 $318,000
Q2 2021 Aug 12, 2021	SELL	$60.46 - $66.42 $362 - $398	-6 Reduced 0.12%	5,129 $310,000
Q1 2021 Apr 29, 2021	BUY	$56.72 - $62.32 $25,183 - $27,670	444 Added 9.46%	5,135 $319,000
Q4 2020 Feb 09, 2021	SELL	$54.62 - $64.17 $35,120 - $41,261	-643 Reduced 12.05%	4,691 $288,000
Q3 2020 Oct 23, 2020	SELL	$51.56 - $55.78 $6,445 - $6,972	-125 Reduced 2.29%	5,334 $289,000
Q2 2020 Aug 11, 2020	BUY	$50.14 - $60.33 $14,390 - $17,314	287 Added 5.55%	5,459 $283,000
Q1 2020 May 06, 2020	BUY	$43.23 - $70.85 $10,375 - $17,004	240 Added 4.87%	5,172 $280,000
Q3 2019 Oct 30, 2019	SELL	$54.84 - $61.98 $10,529 - $11,900	-192 Reduced 3.75%	4,932 $303,000
Q2 2019 Aug 13, 2019	SELL	$51.2 - $56.28 $153 - $168	-3 Reduced 0.06%	5,124 $283,000
Q1 2019 May 01, 2019	BUY	$43.72 - $52.53 $224,152 - $269,321	5,127 New	5,127 $264,000

Others Institutions Holding SO

# of Institutions

2,209

Shares Held

702M

Call Options Held

5.04M

Put Options Held

3.43M

View Full List

About SOUTHERN CO

Ticker SO
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 1,088,669,952
Market Cap $90.9B
Description
The Southern Company, through its subsidiaries, engages in the generation, transmission, and distribution of electricity. It operates through Gas Distribution Operations, Gas Pipeline Investments, Wholesale Gas Services, and Gas Marketing Services segments. The company also develops, constructs, acquires, owns, and manages power generation asset...

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Patriot Investment Management Inc. Southern CO Transaction History