Harbor Investment Advisory, LLC Southern CO Transaction History

Harbor Investment Advisory, LLC

$1.31 Billion
Q2 2025

A detailed history of Harbor Investment Advisory, LLC transactions in Southern CO stock. As of the latest transaction made, Harbor Investment Advisory, LLC holds 1,692 shares of SO stock, worth $155,596. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,692

Previous 1,747 3.15%

Holding current value

$155,596

Previous $160,000 3.13%

% of portfolio

0.01%

Previous 0.01%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 01, 2025	SELL	$84.91 - $92.56 $4,670 - $5,090	-55 Reduced 3.15%	1,692 $155,000
Q1 2025 Apr 09, 2025	SELL	$80.96 - $92.96 $6,476 - $7,436	-80 Reduced 4.38%	1,747 $160,000
Q4 2024 Jan 16, 2025	BUY	$81.5 - $94.15 $7,090 - $8,191	87 Added 5.0%	1,827 $150,000
Q3 2024 Oct 04, 2024	SELL	$77.0 - $90.52 $15,785 - $18,556	-205 Reduced 10.54%	1,740 $156,000
Q2 2024 Jul 19, 2024	SELL	$67.77 - $80.71 $23,990 - $28,571	-354 Reduced 15.4%	1,945 $150,000
Q1 2024 Apr 12, 2024	SELL	$66.25 - $72.24 $8,546 - $9,318	-129 Reduced 5.31%	2,299 $164,000
Q4 2023 Jan 26, 2024	BUY	$62.71 - $73.08 $19,628 - $22,874	313 Added 14.8%	2,428 $170,000
Q3 2023 Oct 13, 2023	SELL	$64.72 - $73.09 $6,536 - $7,382	-101 Reduced 4.56%	2,115 $136,000
Q2 2023 Jul 14, 2023	BUY	$68.97 - $75.66 $68 - $75	1 Added 0.05%	2,216 $155,000
Q1 2023 Apr 21, 2023	BUY	$62.32 - $72.5 $16,327 - $18,995	262 Added 13.42%	2,215 $154,000
Q4 2022 Jan 24, 2023	BUY	$63.44 - $72.26 $25,376 - $28,904	400 Added 25.76%	1,953 $0
Q3 2022 Nov 01, 2022	BUY	$68.0 - $80.16 $748 - $881	11 Added 0.71%	1,553 $106,000
Q1 2022 Apr 20, 2022	BUY	$62.84 - $72.51 $2,953 - $3,407	47 Added 3.14%	1,542 $112,000
Q1 2021 Apr 16, 2021	BUY	$56.72 - $62.32 $22,688 - $24,928	400 Added 36.53%	1,495 $93,000
Q4 2020 Feb 04, 2021	BUY	$54.62 - $64.17 $11,306 - $13,283	207 Added 23.31%	1,095 $67,000
Q2 2020 Jul 16, 2020	BUY	$50.14 - $60.33 $5,816 - $6,998	116 Added 15.03%	888 $46,000
Q1 2020 May 11, 2020	SELL	$43.23 - $70.85 $13,530 - $22,176	-313 Reduced 28.85%	772 $42,000
Q4 2019 Jan 16, 2020	BUY	$60.33 - $63.86 $65,458 - $69,288	1,085 New	1,085 $69,000

Others Institutions Holding SO

# of Institutions

2,468

Shares Held

719M

Call Options Held

4.99M

Put Options Held

3.1M

View Full List

About SOUTHERN CO

Ticker SO
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 1,088,669,952
Market Cap $100B
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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Harbor Investment Advisory, LLC Southern CO Transaction History