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Geller Advisors LLC

SEC CIK
0001354739
Latest filing
Feb 14, 2025

SO holding history

Southern Co in every 13F filed by Geller Advisors 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 Q4 2024 holdings

Shares (Q4 2024)
3,791
Value
$312.1K
% of portfolio
<0.1%
Quarters held
6
Since Q3 2023
Holdings of SO by Geller Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20243,791$312.1K<0.1%00.0%UnchangedHolders
Q3 20243,791$341.9K<0.1%+171+4.7%AddedHolders
Q2 20243,620$280.8K<0.1%00.0%UnchangedHolders
Q1 20243,620$259.7K<0.1%+64+1.8%AddedHolders
Q4 20233,556$249.3K<0.1%00.0%UnchangedHolders
Q3 20233,556$230.1K<0.1%+3,556NewHolders