KWM
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Kiker Wealth Management’s Southern Company SO Stock Holding History

Kiker Wealth Management’s Portfolio SO Stock Details SO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.3M Buy
14,120
+8
+0.1% +$735 0.73% 36
2025
Q1 		$1.3M Buy
14,112
+121
+0.9% +$11.1K 0.88% 25
2024
Q4 		$1.15M Buy
+13,991
New +$1.15M 0.93% 27