YHB Investment Advisors’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 | $756K | Sell |
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|
2025
Q2 | $869K | Buy |
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|
2025
Q1 | $853K | Buy |
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|
2024
Q4 | $612K | Buy |
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|
2024
Q3 | $246K | Sell |
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|
2024
Q2 | $229K | Buy |
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|
2024
Q1 | $206K | Sell |
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|
2023
Q4 | $207K | Sell |
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|
2023
Q3 | $201K | Buy |
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|
2023
Q2 | $214K | Hold |
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|
2023
Q1 | $212K | Sell |
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|
2022
Q4 | $272K | Sell |
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|
2022
Q3 | $287K | Sell |
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|
2022
Q2 | $308K | Hold |
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|
2022
Q1 | $313K | Hold |
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|
2021
Q4 | $296K | Buy |
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|
2021
Q3 | $249K | Hold |
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|
2021
Q2 | $243K | Hold |
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|
2021
Q1 | $261K | Hold |
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|
2020
Q4 | $247K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $279K | Sell |
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|
2020
Q1 | $345K | Hold |
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|
2019
Q4 | $406K | Hold |
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|
2019
Q3 | $394K | Sell |
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|
2019
Q2 | $360K | Hold |
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|
2019
Q1 | $336K | Sell |
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|
2018
Q4 | $312K | Sell |
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|
2018
Q3 | $314K | Sell |
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|
2018
Q2 | $343K | Sell |
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|
2018
Q1 | $335K | Sell |
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|
2017
Q4 | $415K | Hold |
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|
2017
Q3 | $425K | Sell |
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|
2017
Q2 | $432K | Sell |
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|
2017
Q1 | $454K | Buy |
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|
2016
Q4 | $418K | Hold |
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|
2016
Q3 | $436K | Hold |
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|
2016
Q2 | $456K | Sell |
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|
2016
Q1 | $480K | Sell |
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|
2015
Q4 | $450K | Buy |
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|
2015
Q3 | $422K | Buy |
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|
2015
Q2 | $244K | Sell |
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|
2015
Q1 | $272K | Buy |
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|
2014
Q4 | $298K | Buy |
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|
2014
Q3 | $257K | Buy |
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|
2014
Q2 | $264K | Hold |
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|
2014
Q1 | $256K | Hold |
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|
2013
Q4 | $239K | Hold |
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|
2013
Q3 | $240K | Hold |
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|
2013
Q2 | $257K | Buy |
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