CFIA
Cantor Fitzgerald Investment Advisors’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $459K | Sell |
5,000
-600
| -11% | -$55.1K | 0.03% | 155 |
|
|
2025
Q1 | $515K | Hold |
5,600
| – | – | 0.04% | 147 |
|
|
2024
Q4 | $461K | Sell |
5,600
-240
| -4% | -$19.8K | 0.03% | 155 |
|
|
2024
Q3 | $527K | Buy |
5,840
+140
| +2% | +$12.6K | 0.04% | 154 |
|
|
2024
Q2 | $442K | Hold |
5,700
| – | – | 0.03% | 131 |
|
|
2024
Q1 | $409K | Hold |
5,700
| – | – | 0.03% | 130 |
|
|
2023
Q4 | $400K | Buy |
+5,700
| New | +$400K | 0.03% | 132 |
|