CSPIA
SOJC

Cary Street Partners Investment Advisory’s The Southern Company Series 2017B 5.25% Junior Subordinated Notes due December 1, 2077 SOJC Stock Holding History

Cary Street Partners Investment Advisory’s Portfolio SOJC Stock Details SOJC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-400
Closed -$10K – 786
2020
Q3 		$10K Buy
+400
New +$10K ﹤0.01% 765