Ancora Advisors’s Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 SOJD Stock Holding History

Ancora Advisors’s Portfolio SOJD Stock Details SOJD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-23,200	Closed	-$519K	–	1427
2020 Q1	$519K	Buy	+23,200	New	+$563K	0.02%	456

Other funds holding SOJD

EWM

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

FWM

Filbrandt Wealth Management Middleton, Wisconsin $174M AUM 35.59% 1-Year Est. Return

SIM

Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return

Ancora Advisors's SOJD Position: Q2 2020 in Review

Ancora Advisors sold out of Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 (SOJD) in Q2 2020, closing a stake of 23,200 shares — an estimated $519K sold.

Ancora Advisors first reported a position in SOJD in Q1 2020 and held it in 1 quarter. The position peaked at $519K in Q1 2020. 3 funds tracked by Wall St. Rank hold SOJD as of Q2 2020.

Ancora Advisors reported no remaining Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 position as of Q2 2020 after selling out during the quarter.
Ancora Advisors sold 23,200 Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 shares in Q2 2020, an estimated $519K.
Ancora Advisors first reported a position in Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 in Q1 2020 and held it in 1 quarter.
Ancora Advisors's Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 position peaked at $519K in Q1 2020.
3 funds tracked by Wall St. Rank held Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 as of Q2 2020.

Based on Ancora Advisors's 13F filing for Q2 2020, filed 14 Aug 2020.