Filbrandt Wealth Management’s Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 SOJD Stock Holding History

Filbrandt Wealth Management’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
2020 Q3	–	Sell	-2,000	Closed	-$50K	–	316
2020 Q2	$50K	Buy	+2,000	New	+$49.3K	0.04%	115

Other funds holding SOJD

CSPIA

Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return

EWM

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

SIM

Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return

Filbrandt Wealth Management's SOJD Position: Q3 2020 in Review

Filbrandt Wealth Management sold out of Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 (SOJD) in Q3 2020, closing a stake of 2,000 shares — an estimated $50K sold.

Filbrandt Wealth Management first reported a position in SOJD in Q2 2020 and held it in 1 quarter. The position peaked at $50K in Q2 2020. 3 funds tracked by Wall St. Rank hold SOJD as of Q3 2020.

Filbrandt Wealth Management reported no remaining Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 position as of Q3 2020 after selling out during the quarter.
Filbrandt Wealth Management sold 2,000 Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 shares in Q3 2020, an estimated $50K.
Filbrandt Wealth Management first reported a position in Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 in Q2 2020 and held it in 1 quarter.
Filbrandt Wealth Management's Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 position peaked at $50K in Q2 2020.
3 funds tracked by Wall St. Rank held Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 as of Q3 2020.

Based on Filbrandt Wealth Management's 13F filing for Q3 2020, filed 29 Oct 2020.