CIAS
CFS Investment Advisory Services’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Buy |
12,298
+356
| +3% | +$32.7K | 0.09% | 162 |
|
|
2025
Q1 | $1.1M | Buy |
11,942
+2
| +0% | +$184 | 0.1% | 161 |
|
|
2024
Q4 | $983K | Buy |
11,940
+225
| +2% | +$18.5K | 0.09% | 158 |
|
|
2024
Q3 | $1.06M | Sell |
11,715
-11,741
| -50% | -$1.06M | 0.09% | 149 |
|
|
2024
Q2 | $1.82M | Buy |
+23,456
| New | +$1.82M | 0.15% | 99 |
|
|
2023
Q3 | – | Sell |
-16,276
| Closed | -$1.14M | – | 241 |
|
|
2023
Q2 | $1.14M | Buy |
+16,276
| New | +$1.14M | 0.15% | 113 |
|
|
2022
Q2 | – | Sell |
-15,952
| Closed | – | – | 489 |
|
|
2022
Q1 | $0 | Buy |
+15,952
| New | – | ﹤0.01% | 534 |
|