EFG
SOJD
Ethos Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $303K | Buy |
+15,311
| New | +$303K | 0.03% | 338 |
|
|
2025
Q1 | – | Sell |
-15,311
| Closed | -$317K | – | 494 |
|
|
2024
Q4 | $317K | Hold |
15,311
| – | – | 0.04% | 215 |
|
|
2024
Q3 | $363K | Hold |
15,311
| – | – | 0.06% | 171 |
|
|
2024
Q2 | $338K | Hold |
15,311
| – | – | 0.06% | 183 |
|
|
2024
Q1 | $352K | Hold |
15,311
| – | – | 0.07% | 186 |
|
|
2023
Q4 | $344K | Buy |
+15,311
| New | +$344K | 0.07% | 176 |
|
|
2023
Q2 | – | Sell |
-15,311
| Closed | -$346K | – | 162 |
|
|
2023
Q1 | $346K | Buy |
+15,311
| New | +$346K | 0.11% | 112 |
|