FGAM
SOJD

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

Financial Gravity Asset 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
2024
Q2 		– Sell
-18
Closed -$414 – 2296
2024
Q1 		$414 Buy
+18
New +$419 ﹤0.01% 1416

Other funds holding SOJD

CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
TIM
Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return

Financial Gravity Asset Management's SOJD Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 (SOJD) in Q2 2024, closing a stake of 18 shares — an estimated $414 sold.

Financial Gravity Asset Management first reported a position in SOJD in Q1 2024 and held it in 1 quarter. The position peaked at $414 in Q1 2024. 3 funds tracked by Wall St. Rank hold SOJD as of Q2 2024.

  • Financial Gravity Asset Management reported no remaining Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 position as of Q2 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 18 Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 shares in Q2 2024, an estimated $414.
  • Financial Gravity Asset Management first reported a position in Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 in Q1 2024 and held it in 1 quarter.
  • Financial Gravity Asset Management's Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 position peaked at $414 in Q1 2024.
  • 3 funds tracked by Wall St. Rank held Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.