Sequoia Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $10.7M | Buy |
112,262
+4,287
| +4% | +$404K | 0.05% | 213 |
|
|
2026
Q1 | $10.4M | Buy |
107,975
+10,449
| +11% | +$967K | 0.06% | 205 |
|
|
2025
Q4 | $8.5M | Buy |
97,526
+416
| +0.4% | +$38K | 0.05% | 223 |
|
|
2025
Q3 | $9.2M | Buy |
97,110
+7,371
| +8% | +$688K | 0.06% | 208 |
|
|
2025
Q2 | $8.24M | Buy |
89,739
+4,796
| +6% | +$431K | 0.06% | 209 |
|
|
2025
Q1 | $7.81M | Buy |
84,943
+19,761
| +30% | +$1.71M | 0.06% | 219 |
|
|
2024
Q4 | $5.37M | Buy |
65,182
+10,999
| +20% | +$965K | 0.05% | 247 |
|
|
2024
Q3 | $4.89M | Buy |
54,183
+3,531
| +7% | +$302K | 0.05% | 218 |
|
|
2024
Q2 | $3.93M | Buy |
50,652
+5,201
| +11% | +$394K | 0.05% | 217 |
|
|
2024
Q1 | $3.26M | Sell |
45,451
-5,861
| -11% | -$405K | 0.04% | 250 |
|
|
2023
Q4 | $3.6M | Sell |
51,312
-3,167
| -6% | -$217K | 0.04% | 251 |
|
|
2023
Q3 | $3.53M | Sell |
54,479
-1,159
| -2% | -$80.4K | 0.06% | 180 |
|
|
2023
Q2 | $3.91M | Buy |
55,638
+3,841
| +7% | +$275K | 0.07% | 179 |
|
|
2023
Q1 | $3.6M | Buy |
51,797
+1,816
| +4% | +$122K | 0.08% | 162 |
|
|
2022
Q4 | $3.57M | Buy |
49,981
+30,980
| +163% | +$2.07M | 0.09% | 152 |
|
|
2022
Q3 | $1.29M | Sell |
19,001
-1,486
| -7% | -$113K | 0.04% | 191 |
|
|
2022
Q2 | $1.46M | Buy |
20,487
+1,200
| +6% | +$88.1K | 0.04% | 201 |
|
|
2022
Q1 | $1.4M | Buy |
19,287
+2,521
| +15% | +$171K | 0.04% | 219 |
|
|
2021
Q4 | $1.15M | Buy |
16,766
+9,575
| +133% | +$610K | 0.03% | 228 |
|
|
2021
Q3 | $446K | Sell |
7,191
-8,305
| -54% | -$535K | 0.05% | 167 |
|
|
2021
Q2 | $938K | Buy |
15,496
+1,883
| +14% | +$120K | 0.03% | 211 |
|
|
2021
Q1 | $846K | Buy |
13,613
+3,438
| +34% | +$206K | 0.04% | 204 |
|
|
2020
Q4 | $625K | Buy |
10,175
+844
| +9% | +$50.7K | 0.03% | 220 |
|
|
2020
Q3 | $506K | Buy |
9,331
+1,045
| +13% | +$55.9K | 0.03% | 226 |
|
|
2020
Q2 | $430K | Sell |
8,286
-5,703
| -41% | -$317K | 0.03% | 235 |
|
|
2020
Q1 | $757K | Buy |
13,989
+6,518
| +87% | +$413K | 0.06% | 145 |
|
|
2019
Q4 | $476K | Buy |
7,471
+1,483
| +25% | +$91.9K | 0.03% | 228 |
|
|
2019
Q3 | $370K | Sell |
5,988
-1,528
| -20% | -$88.6K | 0.03% | 244 |
|
|
2019
Q2 | $415K | Buy |
7,516
+241
| +3% | +$12.9K | 0.03% | 224 |
|
|
2019
Q1 | $376K | Buy |
7,275
+1,262
| +21% | +$61.9K | 0.03% | 237 |
|
|
2018
Q4 | $264K | Buy |
+6,013
| New | +$273K | 0.03% | 233 |
|
|
2018
Q1 | – | Sell |
-4,475
| Closed | -$215K | – | 324 |
|
|
2017
Q4 | $215K | Buy |
4,475
+142
| +3% | +$7.24K | 0.02% | 275 |
|
|
2017
Q3 | $213K | Buy |
+4,333
| New | +$210K | 0.03% | 259 |
|
|
2017
Q2 | – | Sell |
-4,115
| Closed | -$205K | – | 296 |
|
|
2017
Q1 | $205K | Buy |
+4,115
| New | +$203K | 0.03% | 262 |
|
|
2016
Q4 | – | Sell |
-8,677
| Closed | -$445K | – | 282 |
|
|
2016
Q3 | $445K | Buy |
8,677
+4,588
| +112% | +$242K | 0.08% | 126 |
|
|
2016
Q2 | $219K | Sell |
4,089
-147
| -3% | -$7.39K | 0.06% | 213 |
|
|
2016
Q1 | $219K | Buy |
+4,236
| New | +$206K | 0.07% | 173 |
|
Other funds holding SO
Sequoia Financial Advisors's SO Position: Q2 2026 in Review
Sequoia Financial Advisors increased its Southern Company (SO) stake by 4% in Q2 2026, buying an estimated $404K and bringing the position to 112,262 shares worth $10.7M. The position accounts for 0.05% of the portfolio, ranked #213.
Sequoia Financial Advisors first reported a position in SO in Q1 2016 and has held it in 37 quarters since. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.
- Sequoia Financial Advisors held 112,262 shares of Southern Company worth $10.7M as of Q2 2026.
- Sequoia Financial Advisors bought 4,287 Southern Company shares in Q2 2026, an estimated $404K.
- Southern Company made up 0.05% of Sequoia Financial Advisors's portfolio in Q2 2026, its #213 holding.
- Sequoia Financial Advisors first reported a position in Southern Company in Q1 2016 and has held it in 37 quarters since.
- 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.
Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.