Southern Company shares owned by Sequoia Financial Advisors
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Sequoia Financial Advisors
from 13F filings
Historical chart of Sequoia Financial Advisors investment in Southern Company
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Quarterly reported holdings in Southern Company by Sequoia Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.3M | 46k | 71.74 |
| 2023-12-31 | $3.6M | 51k | 70.12 |
| 2023-09-30 | $3.5M | 55k | 64.72 |
| 2023-06-30 | $3.9M | 56k | 70.25 |
| 2023-03-31 | $3.6M | 52k | 69.58 |
| 2022-12-31 | $3.6M | 50k | 71.41 |
| 2022-09-30 | $1.3M | 19k | 68.00 |
| 2022-06-30 | $1.5M | 21k | 71.31 |
| 2022-03-31 | $1.4M | 19k | 72.54 |
| 2021-12-31 | $1.2M | 17k | 68.59 |
| 2021-09-30 | $446k | 7.2k | 62.02 |
| 2021-06-30 | $938k | 16k | 60.53 |
| 2021-03-31 | $846k | 14k | 62.15 |
| 2020-12-31 | $625k | 10k | 61.43 |
| 2020-09-30 | $506k | 9.3k | 54.23 |
| 2020-06-30 | $0 | 0 | 0.00 |
| 2020-03-31 | $757k | 14k | 54.11 |
| 2019-12-31 | $476k | 7.5k | 63.71 |
| 2019-09-30 | $370k | 6.0k | 61.79 |
| 2019-06-30 | $415k | 7.5k | 55.22 |
| 2019-03-31 | $376k | 7.3k | 51.68 |
| 2018-12-31 | $264k | 6.0k | 43.90 |
| 2017-12-31 | $215k | 4.5k | 48.04 |
| 2017-09-30 | $213k | 4.3k | 49.16 |
| 2017-03-31 | $205k | 4.1k | 49.82 |
| 2016-09-30 | $445k | 8.7k | 51.29 |
| 2016-06-30 | $219k | 4.1k | 53.56 |
| 2016-03-31 | $219k | 4.2k | 51.70 |
More positions owned by Sequoia Financial Advisors
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