YHB 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 | $869K | Buy |
9,468
+196
| +2% | +$18K | 0.07% | 167 |
|
|
2025
Q1 | $853K | Buy |
9,272
+1,832
| +25% | +$168K | 0.07% | 158 |
|
|
2024
Q4 | $612K | Buy |
7,440
+4,709
| +172% | +$388K | 0.05% | 185 |
|
|
2024
Q3 | $246K | Sell |
2,731
-219
| -7% | -$19.7K | 0.02% | 255 |
|
|
2024
Q2 | $229K | Buy |
2,950
+76
| +3% | +$5.9K | 0.02% | 263 |
|
|
2024
Q1 | $206K | Sell |
2,874
-75
| -3% | -$5.38K | 0.02% | 266 |
|
|
2023
Q4 | $207K | Sell |
2,949
-163
| -5% | -$11.4K | 0.02% | 261 |
|
|
2023
Q3 | $201K | Buy |
3,112
+63
| +2% | +$4.08K | 0.02% | 264 |
|
|
2023
Q2 | $214K | Hold |
3,049
| – | – | 0.02% | 267 |
|
|
2023
Q1 | $212K | Sell |
3,049
-765
| -20% | -$53.2K | 0.02% | 273 |
|
|
2022
Q4 | $272K | Sell |
3,814
-400
| -9% | -$28.6K | 0.03% | 233 |
|
|
2022
Q3 | $287K | Sell |
4,214
-100
| -2% | -$6.81K | 0.03% | 225 |
|
|
2022
Q2 | $308K | Hold |
4,314
| – | – | 0.03% | 223 |
|
|
2022
Q1 | $313K | Hold |
4,314
| – | – | 0.03% | 236 |
|
|
2021
Q4 | $296K | Buy |
4,314
+296
| +7% | +$20.3K | 0.02% | 268 |
|
|
2021
Q3 | $249K | Hold |
4,018
| – | – | 0.02% | 274 |
|
|
2021
Q2 | $243K | Hold |
4,018
| – | – | 0.02% | 275 |
|
|
2021
Q1 | $261K | Hold |
4,018
| – | – | 0.02% | 261 |
|
|
2020
Q4 | $247K | Buy |
+4,018
| New | +$247K | 0.02% | 255 |
|
|
2020
Q3 | – | Sell |
-5,390
| Closed | -$279K | – | 270 |
|
|
2020
Q2 | $279K | Sell |
5,390
-990
| -16% | -$51.2K | 0.04% | 156 |
|
|
2020
Q1 | $345K | Hold |
6,380
| – | – | 0.06% | 132 |
|
|
2019
Q4 | $406K | Hold |
6,380
| – | – | 0.06% | 138 |
|
|
2019
Q3 | $394K | Sell |
6,380
-125
| -2% | -$7.72K | 0.06% | 139 |
|
|
2019
Q2 | $360K | Hold |
6,505
| – | – | 0.06% | 150 |
|
|
2019
Q1 | $336K | Sell |
6,505
-600
| -8% | -$31K | 0.05% | 154 |
|
|
2018
Q4 | $312K | Sell |
7,105
-100
| -1% | -$4.39K | 0.06% | 150 |
|
|
2018
Q3 | $314K | Sell |
7,205
-200
| -3% | -$8.72K | 0.05% | 156 |
|
|
2018
Q2 | $343K | Sell |
7,405
-95
| -1% | -$4.4K | 0.06% | 151 |
|
|
2018
Q1 | $335K | Sell |
7,500
-1,140
| -13% | -$50.9K | 0.06% | 150 |
|
|
2017
Q4 | $415K | Hold |
8,640
| – | – | 0.07% | 140 |
|
|
2017
Q3 | $425K | Sell |
8,640
-373
| -4% | -$18.3K | 0.08% | 137 |
|
|
2017
Q2 | $432K | Sell |
9,013
-105
| -1% | -$5.03K | 0.07% | 135 |
|
|
2017
Q1 | $454K | Buy |
9,118
+621
| +7% | +$30.9K | 0.09% | 131 |
|
|
2016
Q4 | $418K | Hold |
8,497
| – | – | 0.09% | 130 |
|
|
2016
Q3 | $436K | Hold |
8,497
| – | – | 0.11% | 121 |
|
|
2016
Q2 | $456K | Sell |
8,497
-790
| -9% | -$42.4K | 0.1% | 123 |
|
|
2016
Q1 | $480K | Sell |
9,287
-334
| -3% | -$17.3K | 0.13% | 112 |
|
|
2015
Q4 | $450K | Buy |
9,621
+187
| +2% | +$8.75K | 0.1% | 121 |
|
|
2015
Q3 | $422K | Buy |
9,434
+3,611
| +62% | +$162K | 0.1% | 126 |
|
|
2015
Q2 | $244K | Sell |
5,823
-315
| -5% | -$13.2K | 0.05% | 151 |
|
|
2015
Q1 | $272K | Buy |
6,138
+69
| +1% | +$3.06K | 0.06% | 145 |
|
|
2014
Q4 | $298K | Buy |
6,069
+172
| +3% | +$8.45K | 0.07% | 141 |
|
|
2014
Q3 | $257K | Buy |
5,897
+74
| +1% | +$3.23K | 0.06% | 138 |
|
|
2014
Q2 | $264K | Hold |
5,823
| – | – | 0.06% | 138 |
|
|
2014
Q1 | $256K | Hold |
5,823
| – | – | 0.07% | 140 |
|
|
2013
Q4 | $239K | Hold |
5,823
| – | – | 0.06% | 138 |
|
|
2013
Q3 | $240K | Hold |
5,823
| – | – | 0.07% | 135 |
|
|
2013
Q2 | $257K | Buy |
+5,823
| New | +$257K | 0.08% | 133 |
|