SFA
Sequoia Financial Advisors’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.24M | Buy |
89,739
+4,796
| +6% | +$440K | 0.06% | 208 |
|
|
2025
Q1 | $7.81M | Buy |
84,943
+19,761
| +30% | +$1.82M | 0.06% | 218 |
|
|
2024
Q4 | $5.37M | Buy |
65,182
+10,999
| +20% | +$905K | 0.05% | 245 |
|
|
2024
Q3 | $4.89M | Buy |
54,183
+3,531
| +7% | +$318K | 0.05% | 218 |
|
|
2024
Q2 | $3.93M | Buy |
50,652
+5,201
| +11% | +$403K | 0.05% | 217 |
|
|
2024
Q1 | $3.26M | Sell |
45,451
-5,861
| -11% | -$420K | 0.04% | 250 |
|
|
2023
Q4 | $3.6M | Sell |
51,312
-3,167
| -6% | -$222K | 0.04% | 251 |
|
|
2023
Q3 | $3.53M | Sell |
54,479
-1,159
| -2% | -$75K | 0.06% | 180 |
|
|
2023
Q2 | $3.91M | Buy |
55,638
+3,841
| +7% | +$270K | 0.07% | 179 |
|
|
2023
Q1 | $3.6M | Buy |
51,797
+1,816
| +4% | +$126K | 0.08% | 162 |
|
|
2022
Q4 | $3.57M | Buy |
49,981
+30,980
| +163% | +$2.21M | 0.09% | 152 |
|
|
2022
Q3 | $1.29M | Sell |
19,001
-1,486
| -7% | -$101K | 0.04% | 191 |
|
|
2022
Q2 | $1.46M | Buy |
20,487
+1,200
| +6% | +$85.6K | 0.04% | 201 |
|
|
2022
Q1 | $1.4M | Buy |
19,287
+2,521
| +15% | +$183K | 0.04% | 219 |
|
|
2021
Q4 | $1.15M | Buy |
16,766
+9,575
| +133% | +$657K | 0.03% | 228 |
|
|
2021
Q3 | $446K | Sell |
7,191
-8,305
| -54% | -$515K | 0.05% | 167 |
|
|
2021
Q2 | $938K | Buy |
15,496
+1,883
| +14% | +$114K | 0.03% | 211 |
|
|
2021
Q1 | $846K | Buy |
13,613
+3,438
| +34% | +$214K | 0.04% | 204 |
|
|
2020
Q4 | $625K | Buy |
10,175
+844
| +9% | +$51.8K | 0.03% | 220 |
|
|
2020
Q3 | $506K | Buy |
9,331
+1,045
| +13% | +$56.7K | 0.03% | 226 |
|
|
2020
Q2 | $430K | Sell |
8,286
-5,703
| -41% | -$296K | 0.03% | 235 |
|
|
2020
Q1 | $757K | Buy |
13,989
+6,518
| +87% | +$353K | 0.06% | 145 |
|
|
2019
Q4 | $476K | Buy |
7,471
+1,483
| +25% | +$94.5K | 0.03% | 228 |
|
|
2019
Q3 | $370K | Sell |
5,988
-1,528
| -20% | -$94.4K | 0.03% | 244 |
|
|
2019
Q2 | $415K | Buy |
7,516
+241
| +3% | +$13.3K | 0.03% | 224 |
|
|
2019
Q1 | $376K | Buy |
7,275
+1,262
| +21% | +$65.2K | 0.03% | 237 |
|
|
2018
Q4 | $264K | Buy |
+6,013
| New | +$264K | 0.03% | 233 |
|
|
2018
Q1 | – | Sell |
-4,475
| Closed | -$215K | – | 324 |
|
|
2017
Q4 | $215K | Buy |
4,475
+142
| +3% | +$6.82K | 0.02% | 275 |
|
|
2017
Q3 | $213K | Buy |
+4,333
| New | +$213K | 0.03% | 259 |
|
|
2017
Q2 | – | Sell |
-4,115
| Closed | -$205K | – | 296 |
|
|
2017
Q1 | $205K | Buy |
+4,115
| New | +$205K | 0.03% | 262 |
|
|
2016
Q4 | – | Sell |
-8,677
| Closed | -$445K | – | 282 |
|
|
2016
Q3 | $445K | Buy |
8,677
+4,588
| +112% | +$235K | 0.08% | 126 |
|
|
2016
Q2 | $219K | Sell |
4,089
-147
| -3% | -$7.87K | 0.06% | 213 |
|
|
2016
Q1 | $219K | Buy |
+4,236
| New | +$219K | 0.07% | 173 |
|