Sequoia Financial Advisors, LLC Southern CO Transaction History

Sequoia Financial Advisors, LLC

  • $8.93 Billion
  • Q3 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in Southern CO stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 54,183 shares of SO stock, worth $4.7 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
54,183
Previous 50,652 6.97%
Holding current value
$4.7 Million
Previous $3.93 Million 24.33%
% of portfolio
0.05%
Previous 0.05%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
BUY
$77.0 - $90.52 $271,887 - $319,626
3,531 Added 6.97%
54,183 $4.89 Million
Q2 2024

Jul 15, 2024
BUY
$67.77 - $80.71 $352,471 - $419,772
5,201 Added 11.44%
50,652 $3.93 Million
Q1 2024

Apr 30, 2024
SELL
$66.25 - $72.24 $388,291 - $423,398
-5,861 Reduced 11.42%
45,451 $3.26 Million
Q4 2023

Jan 25, 2024
SELL
$62.71 - $73.08 $198,602 - $231,444
-3,167 Reduced 5.81%
51,312 $3.6 Million
Q3 2023

Nov 08, 2023
SELL
$64.72 - $73.09 $75,010 - $84,711
-1,159 Reduced 2.08%
54,479 $3.53 Million
Q2 2023

Aug 08, 2023
BUY
$68.97 - $75.66 $264,913 - $290,610
3,841 Added 7.42%
55,638 $3.91 Million
Q1 2023

Apr 24, 2023
BUY
$62.32 - $72.5 $113,173 - $131,660
1,816 Added 3.63%
51,797 $3.6 Million
Q4 2022

Feb 10, 2023
SELL
$63.44 - $72.26 $2,854 - $3,251
-45 Reduced 0.09%
49,981 $3.57 Million
Q4 2022

Jan 17, 2023
BUY
$63.44 - $72.26 $1.97 Million - $2.24 Million
31,025 Added 163.28%
50,026 $0
Q3 2022

Oct 26, 2022
SELL
$68.0 - $80.16 $101,048 - $119,117
-1,486 Reduced 7.25%
19,001 $1.29 Million
Q2 2022

Jul 22, 2022
BUY
$65.39 - $76.51 $78,468 - $91,812
1,200 Added 6.22%
20,487 $1.46 Million
Q1 2022

May 13, 2022
BUY
$62.84 - $72.51 $158,419 - $182,797
2,521 Added 15.04%
19,287 $1.4 Million
Q4 2021

Feb 11, 2022
BUY
$61.1 - $68.58 $585,032 - $656,653
9,575 Added 133.15%
16,766 $1.15 Million
Q3 2021

Oct 26, 2021
SELL
$61.34 - $67.32 $509,428 - $559,092
-8,305 Reduced 53.59%
7,191 $446,000
Q2 2021

Jul 27, 2021
BUY
$60.46 - $66.42 $113,846 - $125,068
1,883 Added 13.83%
15,496 $938,000
Q1 2021

May 14, 2021
BUY
$56.72 - $62.32 $195,003 - $214,256
3,438 Added 33.79%
13,613 $846,000
Q4 2020

Feb 12, 2021
BUY
$54.62 - $64.17 $46,099 - $54,159
844 Added 9.05%
10,175 $625,000
Q3 2020

Oct 23, 2020
BUY
$51.56 - $55.78 $53,880 - $58,290
1,045 Added 12.61%
9,331 $506,000
Q2 2020

Aug 25, 2020
BUY
$50.14 - $60.33 $415,460 - $499,894
8,286 New
8,286 $430,000
Q2 2020

Aug 11, 2020
SELL
$50.14 - $60.33 $701,408 - $843,956
-13,989 Closed
0 $430,000
Q1 2020

May 11, 2020
BUY
$43.23 - $70.85 $281,773 - $461,800
6,518 Added 87.24%
13,989 $757,000
Q4 2019

Feb 13, 2020
BUY
$60.33 - $63.86 $89,469 - $94,704
1,483 Added 24.77%
7,471 $476,000
Q3 2019

Oct 22, 2019
SELL
$54.84 - $61.98 $83,795 - $94,705
-1,528 Reduced 20.33%
5,988 $370,000
Q2 2019

Jul 31, 2019
BUY
$51.2 - $56.28 $12,339 - $13,563
241 Added 3.31%
7,516 $415,000
Q1 2019

May 13, 2019
BUY
$43.72 - $52.53 $55,174 - $66,292
1,262 Added 20.99%
7,275 $376,000
Q4 2018

Feb 14, 2019
BUY
$42.79 - $47.56 $257,296 - $285,978
6,013 New
6,013 $264,000
Q1 2018

May 14, 2018
SELL
$42.92 - $47.2 $192,067 - $211,220
-4,475 Closed
0 $0
Q4 2017

Feb 13, 2018
BUY
$48.05 - $53.25 $6,823 - $7,561
142 Added 3.28%
4,475 $215,000
Q3 2017

Nov 13, 2017
BUY
$47.92 - $50.64 $207,637 - $219,423
4,333
4,333 $213,000

Others Institutions Holding SO

# of Institutions
2,210
Shares Held
705M
Call Options Held
4.67M
Put Options Held
3.39M
View Full List

About SOUTHERN CO

SO Quotes by TradingView
  • Ticker SO
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 1,088,669,952
  • Market Cap $94.5B
  • 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...
More about SO
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