AWM
Atticus Wealth Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | +$20.6K | 0.02% | 223 |
|
|
2024
Q3 | $45.1K | Hold |
500
| – | – | 0.01% | 252 |
|
|
2024
Q2 | $38.8K | Sell |
500
-201
| -29% | -$15.6K | 0.01% | 259 |
|
|
2024
Q1 | $50.3K | Hold |
701
| – | – | 0.02% | 237 |
|
|
2023
Q4 | $49.1K | Buy |
701
+49
| +8% | +$3.43K | 0.02% | 251 |
|
|
2023
Q3 | $42.2K | Buy |
652
+152
| +30% | +$9.83K | 0.02% | 267 |
|
|
2023
Q2 | $35.1K | Sell |
500
-300
| -38% | -$21.1K | 0.01% | 291 |
|
|
2023
Q1 | $55.7K | Sell |
800
-42
| -5% | -$2.92K | 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% | +$2.99K | 0.02% | 237 |
|
|
2022
Q1 | $58K | Hold |
800
| – | – | 0.02% | 234 |
|
|
2021
Q4 | $55K | Buy |
+800
| New | +$55K | 0.02% | 217 |
|
|
2021
Q1 | – | Sell |
-3,000
| Closed | -$184K | – | 364 |
|
|
2020
Q4 | $184K | Hold |
3,000
| – | – | 0.09% | 105 |
|
|
2020
Q3 | $163K | Sell |
3,000
-249
| -8% | -$13.5K | 0.1% | 98 |
|
|
2020
Q2 | $168K | Sell |
3,249
-751
| -19% | -$38.8K | 0.11% | 95 |
|
|
2020
Q1 | $217K | Sell |
4,000
-1,010
| -20% | -$54.8K | 0.18% | 73 |
|
|
2019
Q4 | $319K | Buy |
+5,010
| New | +$319K | 0.2% | 64 |
|