Hbk Sorce Advisory LLC Southern CO Transaction History

Hbk Sorce Advisory LLC

  • $3.02 Billion
  • Q3 2025

A detailed history of Hbk Sorce Advisory LLC transactions in Southern CO stock. As of the latest transaction made, Hbk Sorce Advisory LLC holds 8,324 shares of SO stock, worth $753,987. This represents 0.03% of its overall portfolio holdings.

Number of Shares
8,324
Previous 17,992 53.73%
Holding current value
$753,987
Previous $1.71 Million 53.78%
% of portfolio
0.03%
Previous 0.05%

Shares

36 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 16, 2025
SELL
$90.83 - $96.0 $878,144 - $928,128
-9,668 Reduced 53.73%
8,324 $788,000
Q3 2025

Oct 14, 2025
BUY
$90.83 - $96.0 $977,603 - $1.03 Million
10,763 Added 148.89%
17,992 $1.71 Million
Q2 2025

Aug 04, 2025
SELL
$84.91 - $92.56 $1,018 - $1,110
-12 Reduced 0.17%
7,229 $663,000
Q1 2025

Apr 23, 2025
SELL
$80.96 - $92.96 $257,695 - $295,891
-3,183 Reduced 30.54%
7,241 $665,000
Q4 2024

Feb 10, 2025
BUY
$81.5 - $94.15 $14,425 - $16,664
177 Added 1.73%
10,424 $858,000
Q3 2024

Nov 12, 2024
SELL
$77.0 - $90.52 $46,585 - $54,764
-605 Reduced 5.58%
10,247 $923,000
Q2 2024

Aug 08, 2024
BUY
$67.77 - $80.71 $32,394 - $38,579
478 Added 4.61%
10,852 $841,000
Q1 2024

May 09, 2024
BUY
$66.25 - $72.24 $6,492 - $7,079
98 Added 0.95%
10,374 $744,000
Q4 2023

Jan 25, 2024
SELL
$62.71 - $73.08 $20,945 - $24,408
-334 Reduced 3.15%
10,276 $720,000
Q3 2023

Nov 06, 2023
BUY
$64.72 - $73.09 $25,111 - $28,358
388 Added 3.8%
10,610 $686,000
Q2 2023

Aug 04, 2023
SELL
$68.97 - $75.66 $861,435 - $944,993
-12,490 Reduced 54.99%
10,222 $718,000
Q1 2023

Aug 15, 2023
BUY
$62.32 - $72.5 $96,159 - $111,867
1,543 Added 15.09%
11,765 $818,000
Q1 2023

May 15, 2023
SELL
$62.32 - $72.5 $92,108 - $107,155
-1,478 Reduced 6.11%
22,712 $2.42 Million
Q4 2022

Feb 09, 2023
BUY
$63.44 - $72.26 $763,183 - $869,287
12,030 Added 98.93%
24,190 $1.73 Million
Q3 2022

Nov 14, 2022
BUY
$68.0 - $80.16 $264,112 - $311,341
3,884 Added 46.93%
12,160 $827,000
Q2 2022

Aug 15, 2022
SELL
$65.39 - $76.51 $233,900 - $273,676
-3,577 Reduced 30.18%
8,276 $590,000
Q1 2022

May 13, 2022
BUY
$62.84 - $72.51 $14,516 - $16,749
231 Added 1.99%
11,853 $859,000
Q4 2021

Feb 15, 2022
SELL
$61.1 - $68.58 $35,438 - $39,776
-580 Reduced 4.75%
11,622 $797,000
Q3 2021

Nov 15, 2021
BUY
$61.34 - $67.32 $104,400 - $114,578
1,702 Added 16.21%
12,202 $756,000
Q2 2021

Aug 12, 2021
BUY
$60.46 - $66.42 $67,715 - $74,390
1,120 Added 11.94%
10,500 $635,000
Q1 2021

May 14, 2021
SELL
$56.72 - $62.32 $59,102 - $64,937
-1,042 Reduced 10.0%
9,380 $583,000
Q4 2020

Feb 12, 2021
BUY
$54.62 - $64.17 $21,793 - $25,603
399 Added 3.98%
10,422 $640,000
Q3 2020

Nov 13, 2020
SELL
$51.56 - $55.78 $11,394 - $12,327
-221 Reduced 2.16%
10,023 $543,000
Q2 2020

Aug 14, 2020
SELL
$50.14 - $60.33 $145,105 - $174,595
-2,894 Reduced 22.03%
10,244 $531,000
Q1 2020

May 15, 2020
BUY
$43.23 - $70.85 $84,471 - $138,440
1,954 Added 17.47%
13,138 $711,000
Q4 2019

Feb 13, 2020
SELL
$60.33 - $63.86 $11,583 - $12,261
-192 Reduced 1.69%
11,184 $712,000
Q3 2019

Nov 14, 2019
SELL
$54.84 - $61.98 $16,342 - $18,470
-298 Reduced 2.55%
11,376 $703,000
Q2 2019

Aug 15, 2019
SELL
$51.2 - $56.28 $135,475 - $148,916
-2,646 Reduced 18.48%
11,674 $645,000
Q2 2019

Aug 14, 2019
BUY
$51.2 - $56.28 $162,816 - $178,970
3,180 Added 28.55%
14,320 $768,000
Q1 2019

May 13, 2019
BUY
$43.72 - $52.53 $1,923 - $2,311
44 Added 0.4%
11,140 $576,000
Q4 2018

Feb 14, 2019
SELL
$42.79 - $47.56 $16,003 - $17,787
-374 Reduced 3.26%
11,096 $487,000
Q3 2018

Nov 15, 2018
BUY
$42.66 - $49.08 $33,018 - $37,987
774 Added 7.24%
11,470 $500,000
Q2 2018

Aug 10, 2018
BUY
$42.73 - $46.6 $1,196 - $1,304
28 Added 0.26%
10,696 $0
Q1 2018

May 15, 2018
SELL
$42.92 - $47.2 $66,397 - $73,018
-1,547 Reduced 12.66%
10,668 $476,000
Q4 2017

Feb 15, 2018
BUY
$48.05 - $53.25 $92,784 - $102,825
1,931 Added 18.78%
12,215 $587,000
Q3 2017

Nov 14, 2017
BUY
$47.92 - $50.64 $492,809 - $520,781
10,284
10,284 $505,000

Others Institutions Holding SO

# of Institutions
2,534
Shares Held
782M
Call Options Held
4.68M
Put Options Held
3.59M
View Full List

About SOUTHERN CO

SO Quotes by TradingView
  • Ticker SO
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 1,088,669,952
  • Market Cap $98.6B
  • 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...
More about SO
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