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Keeler & Nadler Financial Planning & Wealth Management’s Southern Company SO Stock Holding History

Keeler & Nadler Financial Planning & Wealth Management’s Portfolio SO Stock Details SO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$230K Buy
2,502
+6
+0.2% +$551 0.09% 70
2025
Q1 		$227K Sell
2,496
-56
-2% -$5.1K 0.1% 67
2024
Q4 		$210K Hold
2,552
– – 0.1% 65
2024
Q3 		$230K Buy
+2,552
New +$230K 0.11% 62