Hudson Valley Investment Advisors’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 | $1.85M | Hold |
20,190
| – | – | 0.2% | 87 |
|
|
2025
Q1 | $1.86M | Sell |
20,190
-90
| -0.4% | -$8.28K | 0.22% | 80 |
|
|
2024
Q4 | $1.67M | Hold |
20,280
| – | – | 0.19% | 83 |
|
|
2024
Q3 | $1.83M | Sell |
20,280
-1,374
| -6% | -$124K | 0.2% | 82 |
|
|
2024
Q2 | $1.56M | Buy |
21,654
+150
| +0.7% | +$10.8K | 0.2% | 89 |
|
|
2024
Q1 | $1.54M | Sell |
21,504
-150
| -0.7% | -$10.8K | 0.18% | 87 |
|
|
2023
Q4 | $1.56M | Buy |
21,654
+3,524
| +19% | +$254K | 0.21% | 89 |
|
|
2023
Q3 | $1.17M | Buy |
18,130
+37
| +0.2% | +$2.4K | 0.17% | 93 |
|
|
2023
Q2 | $1.27M | Sell |
18,093
-50
| -0.3% | -$3.51K | 0.17% | 95 |
|
|
2023
Q1 | $1.26M | Buy |
18,143
+413
| +2% | +$28.7K | 0.18% | 105 |
|
|
2022
Q4 | $1.27M | Sell |
17,730
-640
| -3% | -$45.7K | 0.19% | 105 |
|
|
2022
Q3 | $1.25M | Buy |
+18,370
| New | +$1.25M | 0.2% | 99 |
|
|
2020
Q1 | – | Sell |
-4,389
| Closed | -$280K | – | 166 |
|
|
2019
Q4 | $280K | Buy |
4,389
+600
| +16% | +$38.3K | 0.06% | 140 |
|
|
2019
Q3 | $234K | Hold |
3,789
| – | – | 0.05% | 142 |
|
|
2019
Q2 | $209K | Sell |
3,789
-1,500
| -28% | -$82.7K | 0.05% | 152 |
|
|
2019
Q1 | $273K | Sell |
5,289
-319
| -6% | -$16.5K | 0.07% | 130 |
|
|
2018
Q4 | $246K | Sell |
5,608
-1,666
| -23% | -$73.1K | 0.06% | 141 |
|
|
2018
Q3 | $317K | Sell |
7,274
-400
| -5% | -$17.4K | 0.07% | 124 |
|
|
2018
Q2 | $355K | Hold |
7,674
| – | – | 0.09% | 118 |
|
|
2018
Q1 | $343K | Sell |
7,674
-425
| -5% | -$19K | 0.09% | 120 |
|
|
2017
Q4 | $389K | Sell |
8,099
-365
| -4% | -$17.5K | 0.1% | 117 |
|
|
2017
Q3 | $416K | Hold |
8,464
| – | – | 0.11% | 116 |
|
|
2017
Q2 | $405K | Hold |
8,464
| – | – | 0.11% | 116 |
|
|
2017
Q1 | $421K | Sell |
8,464
-230
| -3% | -$11.4K | 0.12% | 115 |
|
|
2016
Q4 | $428K | Sell |
8,694
-257
| -3% | -$12.7K | 0.13% | 114 |
|
|
2016
Q3 | $459K | Sell |
8,951
-665
| -7% | -$34.1K | 0.14% | 108 |
|
|
2016
Q2 | $516K | Sell |
9,616
-1,587
| -14% | -$85.2K | 0.17% | 101 |
|
|
2016
Q1 | $580K | Hold |
11,203
| – | – | 0.19% | 99 |
|
|
2015
Q4 | $524K | Hold |
11,203
| – | – | 0.16% | 107 |
|
|
2015
Q3 | $501K | Sell |
11,203
-1,075
| -9% | -$48.1K | 0.16% | 105 |
|
|
2015
Q2 | $514K | Hold |
12,278
| – | – | 0.16% | 100 |
|
|
2015
Q1 | $544K | Buy |
12,278
+50
| +0.4% | +$2.22K | 0.18% | 92 |
|
|
2014
Q4 | $601K | Buy |
12,228
+975
| +9% | +$47.9K | 0.25% | 76 |
|
|
2014
Q3 | $491K | Buy |
11,253
+2,739
| +32% | +$120K | 0.21% | 84 |
|
|
2014
Q2 | $386K | Buy |
8,514
+36
| +0.4% | +$1.63K | 0.17% | 87 |
|
|
2014
Q1 | $373K | Buy |
8,478
+620
| +8% | +$27.3K | 0.16% | 93 |
|
|
2013
Q4 | $323K | Buy |
7,858
+1,025
| +15% | +$42.1K | 0.14% | 101 |
|
|
2013
Q3 | $281K | Buy |
6,833
+2,032
| +42% | +$83.6K | 0.14% | 104 |
|
|
2013
Q2 | $212K | Buy |
+4,801
| New | +$212K | 0.1% | 115 |
|