EWM
SOJD
Edge Wealth Management’s The Southern Company Series 2020A 4.95% Junior Subordinated Notes due January 30, 2080 SOJD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-5,235
| Closed | -$142K | – | 399 |
|
|
2021
Q4 | $142K | Sell |
5,235
-50
| -0.9% | -$1.36K | 0.03% | 106 |
|
|
2021
Q3 | $140K | Hold |
5,285
| – | – | 0.03% | 103 |
|
|
2021
Q2 | $142K | Hold |
5,285
| – | – | 0.03% | 109 |
|
|
2021
Q1 | $139K | Buy |
5,285
+775
| +17% | +$20.4K | 0.03% | 107 |
|
|
2020
Q4 | $124K | Buy |
4,510
+1,210
| +37% | +$33.3K | 0.03% | 109 |
|
|
2020
Q3 | $87K | Sell |
3,300
-3,000
| -48% | -$79.1K | 0.02% | 158 |
|
|
2020
Q2 | $158K | Buy |
6,300
+2,300
| +58% | +$57.7K | 0.03% | 155 |
|
|
2020
Q1 | $90K | Buy |
+4,000
| New | +$90K | 0.02% | 185 |
|