Yhb Investment Advisors, Inc. Southern CO Transaction History

Yhb Investment Advisors, Inc.

$1.4 Billion
Q4 2025

A detailed history of Yhb Investment Advisors, Inc. transactions in Southern CO stock. As of the latest transaction made, Yhb Investment Advisors, Inc. holds 3,535 shares of SO stock, worth $320,200. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,535

Previous 7,974 55.67%

Holding current value

$320,200

Previous $755,000 57.62%

% of portfolio

0.02%

Previous 0.06%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 16, 2026	SELL	$90.58 - $99.72 $402,084 - $442,657	-4,439 Reduced 55.67%	3,535 $320,000
Q3 2025 Oct 08, 2025	SELL	$90.83 - $96.0 $135,700 - $143,424	-1,494 Reduced 15.78%	7,974 $755,000
Q2 2025 Jul 10, 2025	BUY	$84.91 - $92.56 $16,642 - $18,141	196 Added 2.11%	9,468 $869,000
Q1 2025 Apr 22, 2025	BUY	$80.96 - $92.96 $148,318 - $170,302	1,832 Added 24.62%	9,272 $852,000
Q4 2024 Jan 22, 2025	BUY	$81.5 - $94.15 $383,783 - $443,352	4,709 Added 172.43%	7,440 $612,000

Q3 2024 Oct 22, 2024	SELL	$77.0 - $90.52 $16,863 - $19,823	-219 Reduced 7.42%	2,731 $246,000
Q2 2024 Aug 01, 2024	BUY	$67.77 - $80.71 $5,150 - $6,133	76 Added 2.64%	2,950 $228,000
Q1 2024 Aug 14, 2024	SELL	$66.25 - $72.24 $5,035 - $5,490	-76 Reduced 2.58%	2,874 $206,000
Q1 2024 Apr 26, 2024	SELL	$66.25 - $72.24 $4,968 - $5,418	-75 Reduced 2.54%	2,874 $206,000
Q4 2023 Jan 29, 2024	SELL	$62.71 - $73.08 $10,221 - $11,912	-163 Reduced 5.24%	2,949 $206,000
Q3 2023 Oct 23, 2023	BUY	$64.72 - $73.09 $4,077 - $4,604	63 Added 2.07%	3,112 $201,000
Q1 2023 May 08, 2023	SELL	$62.32 - $72.5 $47,674 - $55,462	-765 Reduced 20.06%	3,049 $212,000
Q4 2022 Jan 12, 2023	SELL	$63.44 - $72.26 $25,376 - $28,904	-400 Reduced 9.49%	3,814 $0
Q3 2022 Nov 03, 2022	SELL	$68.0 - $80.16 $6,800 - $8,016	-100 Reduced 2.32%	4,214 $287,000
Q4 2021 Jan 18, 2022	BUY	$61.1 - $68.58 $18,085 - $20,299	296 Added 7.37%	4,314 $296,000
Q4 2020 Jan 21, 2021	BUY	$54.62 - $64.17 $219,463 - $257,835	4,018 New	4,018 $247,000
Q3 2020 Nov 02, 2020	SELL	$51.56 - $55.78 $277,908 - $300,654	-5,390 Closed	0 $0
Q2 2020 Jul 20, 2020	SELL	$50.14 - $60.33 $49,638 - $59,726	-990 Reduced 15.52%	5,390 $279,000
Q3 2019 Oct 15, 2019	SELL	$54.84 - $61.98 $6,855 - $7,747	-125 Reduced 1.92%	6,380 $394,000
Q1 2019 Apr 29, 2019	SELL	$43.72 - $52.53 $26,232 - $31,518	-600 Reduced 8.44%	6,505 $336,000
Q4 2018 Jan 11, 2019	SELL	$42.79 - $47.56 $4,279 - $4,756	-100 Reduced 1.39%	7,105 $312,000
Q3 2018 Oct 29, 2018	SELL	$42.66 - $49.08 $8,532 - $9,816	-200 Reduced 2.7%	7,205 $314,000
Q2 2018 Jul 09, 2018	SELL	$42.73 - $46.6 $4,059 - $4,427	-95 Reduced 1.27%	7,405 $343,000
Q1 2018 Apr 16, 2018	SELL	$42.92 - $47.2 $48,928 - $53,808	-1,140 Reduced 13.19%	7,500 $335,000
Q3 2017 Nov 06, 2017	BUY	$47.92 - $50.64 $414,028 - $437,529	8,640	8,640 $425,000

Others Institutions Holding SO

# of Institutions

2,541

Shares Held

782M

Call Options Held

4.68M

Put Options Held

4.55M

View Full List

About SOUTHERN CO

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...

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Yhb Investment Advisors, Inc. Southern CO Transaction History