Hudson Valley Investment Advisors Inc Southern CO Transaction History

Hudson Valley Investment Advisors Inc

$903 Million
Q3 2024

A detailed history of Hudson Valley Investment Advisors Inc transactions in Southern CO stock. As of the latest transaction made, Hudson Valley Investment Advisors Inc holds 20,280 shares of SO stock, worth $1.76 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

20,280

Previous 21,654 6.35%

Holding current value

$1.76 Million

Previous $1.68 Million 8.87%

% of portfolio

0.2%

Previous 0.21%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	SELL	$77.0 - $90.52 $105,798 - $124,374	-1,374 Reduced 6.35%	20,280 $1.83 Million
Q2 2024 Jul 02, 2024	BUY	$67.77 - $80.71 $10,165 - $12,106	150 Added 0.7%	21,654 $1.68 Million
Q1 2024 Apr 12, 2024	SELL	$66.25 - $72.24 $9,937 - $10,836	-150 Reduced 0.69%	21,504 $1.54 Million
Q4 2023 Jan 12, 2024	BUY	$62.71 - $73.08 $220,990 - $257,533	3,524 Added 19.44%	21,654 $1.52 Million
Q3 2023 Oct 27, 2023	BUY	$64.72 - $73.09 $2,394 - $2,704	37 Added 0.2%	18,130 $1.17 Million
Q2 2023 Jul 17, 2023	SELL	$68.97 - $75.66 $3,448 - $3,783	-50 Reduced 0.28%	18,093 $1.27 Million
Q1 2023 Apr 06, 2023	BUY	$62.32 - $72.5 $25,738 - $29,942	413 Added 2.33%	18,143 $1.26 Million
Q4 2022 Jan 31, 2023	SELL	$63.44 - $72.26 $40,601 - $46,246	-640 Reduced 3.48%	17,730 $1.27 Million
Q3 2022 Oct 11, 2022	BUY	$68.0 - $80.16 $1.25 Million - $1.47 Million	18,370 New	18,370 $1.25 Million
Q1 2020 Apr 29, 2020	SELL	$43.23 - $70.85 $189,736 - $310,960	-4,389 Closed	0 $0
Q4 2019 Jan 17, 2020	BUY	$60.33 - $63.86 $36,198 - $38,316	600 Added 15.84%	4,389 $280,000
Q2 2019 Jul 16, 2019	SELL	$51.2 - $56.28 $76,800 - $84,420	-1,500 Reduced 28.36%	3,789 $209,000
Q1 2019 Apr 10, 2019	SELL	$43.72 - $52.53 $13,946 - $16,757	-319 Reduced 5.69%	5,289 $273,000
Q4 2018 Jan 17, 2019	SELL	$42.79 - $47.56 $71,288 - $79,234	-1,666 Reduced 22.9%	5,608 $246,000
Q3 2018 Oct 12, 2018	SELL	$42.66 - $49.08 $17,064 - $19,632	-400 Reduced 5.21%	7,274 $317,000
Q1 2018 Apr 12, 2018	SELL	$42.92 - $47.2 $18,241 - $20,060	-425 Reduced 5.25%	7,674 $343,000
Q4 2017 Jan 16, 2018	SELL	$48.05 - $53.25 $17,538 - $19,436	-365 Reduced 4.31%	8,099 $389,000
Q3 2017 Oct 13, 2017	BUY	$47.92 - $50.64 $405,594 - $428,616	8,464	8,464 $416,000

Others Institutions Holding SO

# of Institutions

2,163

Shares Held

722M

Call Options Held

4.27M

Put Options Held

2.67M

View Full List

About SOUTHERN CO

Ticker SO
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 1,088,669,952
Market Cap $94.6B
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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Hudson Valley Investment Advisors Inc Southern CO Transaction History