Geller Advisors’s Southern Company SO Stock Holding History

Geller Advisors’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
2024 Q4	$312K	Hold
2024 Q3	$342K	Buy
2024 Q2	$281K	Hold
2024 Q1	$260K	Buy
2023 Q4	$249K	Hold
2023 Q3	$230K	Buy