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Livermore
Livermore
ZHEN

Altus Wealth Management, LLC

SEC CIK
0001802107
Latest filing
Jul 21, 2026

SO holding history

Southern Co in every 13F filed by Altus Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SO overviewAll 13F holders of SOFull Q2 2026 holdings

Shares (Q2 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
15
Since Q3 2021
Holdings of SO by Altus Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−3,808−100.0%Sold outHolders
Q1 20253,808$350.1K0.2%00.0%UnchangedHolders
Q4 20243,808$313.5K0.1%−165−4.2%ReducedHolders
Q3 20243,973$358.3K0.2%00.0%UnchangedHolders
Q2 20243,973$308.2K0.1%00.0%UnchangedHolders
Q1 20243,973$285.0K0.1%00.0%UnchangedHolders
Q4 20233,973$278.6K0.2%00.0%UnchangedHolders
Q3 20233,973$257.1K0.2%00.0%UnchangedHolders
Q2 20233,973$279.1K0.2%00.0%UnchangedHolders
Q1 20233,973$276.4K0.2%−205−4.9%ReducedHolders
Q4 20224,178$298.0K0.3%+20.0%AddedHolders
Q3 20224,176$284.0K0.2%+10.0%AddedHolders
Q2 20224,175$298.0K0.2%+20.0%AddedHolders
Q1 20224,173$303.0K0.2%−220−5.0%ReducedHolders
Q4 20214,393$301.0K0.2%+16+0.4%AddedHolders
Q3 20214,377$271.0K0.2%+4,377NewHolders