CPG
SOJD

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

Cornerstone Planning Group’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
2022
Q4 		$2.81K Buy
+125
New +$2.5K ﹤0.01% 1099

Other funds holding SOJD

CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.82B AUM 15.4% 1-Year Est. Return
BC
Bartlett & Co Cincinnati, Ohio $6.16B AUM 20.29% 1-Year Est. Return
3IP
3Chopt Investment Partners Richmond, Virginia $437M AUM 25.93% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Cornerstone Planning Group's SOJD Position: Q4 2022 in Review

Cornerstone Planning Group opened a new position in Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 (SOJD) in Q4 2022: 125 shares worth $2.81K. The stake represents ﹤0.01% of the portfolio and ranks #1099 among its holdings.

6 funds tracked by Wall St. Rank hold SOJD as of Q4 2022.

  • Cornerstone Planning Group held 125 shares of Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 worth $2.81K as of Q4 2022.
  • Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 was a new Cornerstone Planning Group position in Q4 2022.
  • Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q4 2022, its #1099 holding.
  • 6 funds tracked by Wall St. Rank held Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 as of Q4 2022.

Based on Cornerstone Planning Group's 13F filing for Q4 2022, filed 14 Feb 2023.