AWP
Atlas Wealth Partners’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $654K | Sell |
7,127
-35
| -0.5% | -$3.21K | 0.75% | 19 |
|
|
2025
Q1 | $659K | Buy |
7,162
+740
| +12% | +$68.1K | 0.81% | 20 |
|
|
2024
Q4 | $529K | Buy |
6,422
+350
| +6% | +$28.8K | 0.67% | 23 |
|
|
2024
Q3 | $548K | Buy |
+6,072
| New | +$548K | 0.84% | 21 |
|
|
2023
Q3 | – | Sell |
-3,772
| Closed | -$276K | – | 36 |
|
|
2023
Q2 | $276K | Buy |
+3,772
| New | +$276K | 0.79% | 27 |
|