Cantor Fitzgerald’s Southern Company SO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-39,084
Closed -$2.53M 505
2023
Q3
$2.53M Buy
39,084
+65
+0.2% +$4.21K 0.07% 209
2023
Q2
$2.74M Sell
39,019
-213
-0.5% -$15K 0.06% 232
2023
Q1
$2.73M Buy
39,232
+5,775
+17% +$402K 0.06% 287
2022
Q4
$2.39M Buy
33,457
+69
+0.2% +$4.93K 0.05% 314
2022
Q3
$2.27M Hold
33,388
0.05% 326
2022
Q2
$2.38M Buy
+33,388
New +$2.38M 0.05% 344