AWM
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Atticus Wealth Management’s Southern Company SO Stock Holding History

Atticus Wealth Management’s Portfolio SO Stock Details SO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-750
Closed -$68.9K – 565
2025
Q2 		$68.9K Hold
750
– – 0.02% 281
2025
Q1 		$69K Hold
750
– – 0.02% 199
2024
Q4 		$61.7K Buy
750
+250
+50% +$21.9K 0.02% 223
2024
Q3 		$45.1K Hold
500
– – 0.01% 252
2024
Q2 		$38.8K Sell
500
-201
-29% -$15.2K 0.01% 260
2024
Q1 		$50.3K Hold
701
– – 0.02% 237
2023
Q4 		$49.1K Buy
701
+49
+8% +$3.37K 0.02% 251
2023
Q3 		$42.2K Buy
652
+152
+30% +$10.5K 0.02% 267
2023
Q2 		$35.1K Sell
500
-300
-38% -$21.5K 0.01% 291
2023
Q1 		$55.7K Sell
800
-42
-5% -$2.83K 0.02% 244
2022
Q4 		$60.1K Hold
842
– – 0.02% 232
2022
Q3 		$60K Hold
842
– – 0.03% 217
2022
Q2 		$60K Buy
842
+42
+5% +$3.08K 0.02% 237
2022
Q1 		$58K Hold
800
– – 0.02% 234
2021
Q4 		$55K Buy
+800
New +$51K 0.02% 217
2021
Q1 		– Sell
-3,000
Closed -$184K – 365
2020
Q4 		$184K Hold
3,000
– – 0.09% 105
2020
Q3 		$163K Sell
3,000
-249
-8% -$13.3K 0.1% 98
2020
Q2 		$168K Sell
3,249
-751
-19% -$41.7K 0.11% 95
2020
Q1 		$217K Sell
4,000
-1,010
-20% -$64K 0.18% 73
2019
Q4 		$319K Buy
+5,010
New +$310K 0.2% 64

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