F/M Investments’s Southern Company Series 2017B 5.25% Junior Subordinated Notes due Dec 1 2077 SOJC Stock Holding History

F/M Investments’s Portfolio SOJC Stock Details SOJC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-9,525	Closed	-$252K	–	92
2021 Q1	$252K	Buy	+9,525	New	+$252K	0.2%	66

Other funds holding SOJC

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Sierra Capital Miami, Florida $918M AUM 8.25% 1-Year Est. Return

F/M Investments's SOJC Position: Q2 2021 in Review

F/M Investments sold out of Southern Company Series 2017B 5.25% Junior Subordinated Notes due Dec 1 2077 (SOJC) in Q2 2021, closing a stake of 9,525 shares — an estimated $252K sold.

F/M Investments first reported a position in SOJC in Q1 2021 and held it in 1 quarter. The position peaked at $252K in Q1 2021. 2 funds tracked by Wall St. Rank hold SOJC as of Q2 2021.

F/M Investments reported no remaining Southern Company Series 2017B 5.25% Junior Subordinated Notes due Dec 1 2077 position as of Q2 2021 after selling out during the quarter.
F/M Investments sold 9,525 Southern Company Series 2017B 5.25% Junior Subordinated Notes due Dec 1 2077 shares in Q2 2021, an estimated $252K.
F/M Investments first reported a position in Southern Company Series 2017B 5.25% Junior Subordinated Notes due Dec 1 2077 in Q1 2021 and held it in 1 quarter.
F/M Investments's Southern Company Series 2017B 5.25% Junior Subordinated Notes due Dec 1 2077 position peaked at $252K in Q1 2021.
2 funds tracked by Wall St. Rank held Southern Company Series 2017B 5.25% Junior Subordinated Notes due Dec 1 2077 as of Q2 2021.

Based on F/M Investments's 13F filing for Q2 2021, filed 10 Aug 2021.