IFP Advisors’s The Southern Company Series 2015A 6.25% Junior Subordinated Notes due October 15, 2075 SOJA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q1
$23K Buy
+850
New +$22.1K ﹤0.01% 1297
2016
Q2
Sell
-850
Closed -$23K 4174
2016
Q1
$23K Buy
+850
New +$22.7K ﹤0.01% 1293

Other funds holding SOJA

IFP Advisors's SOJA Position: Q1 2019 in Review

IFP Advisors opened a new position in The Southern Company Series 2015A 6.25% Junior Subordinated Notes due October 15, 2075 (SOJA) in Q1 2019: 850 shares worth $23K. The stake represents ﹤0.01% of the portfolio and ranks #1297 among its holdings. This is a return to the name: IFP Advisors previously reported a position in SOJA as recently as Q1 2016.

IFP Advisors first reported a position in SOJA in Q1 2016 and has held it in 2 quarters since. 5 funds tracked by Wall St. Rank hold SOJA as of Q1 2019.

  • IFP Advisors held 850 shares of The Southern Company Series 2015A 6.25% Junior Subordinated Notes due October 15, 2075 worth $23K as of Q1 2019.
  • The Southern Company Series 2015A 6.25% Junior Subordinated Notes due October 15, 2075 was a new IFP Advisors position in Q1 2019.
  • The Southern Company Series 2015A 6.25% Junior Subordinated Notes due October 15, 2075 made up ﹤0.01% of IFP Advisors's portfolio in Q1 2019, its #1297 holding.
  • IFP Advisors first reported a position in The Southern Company Series 2015A 6.25% Junior Subordinated Notes due October 15, 2075 in Q1 2016 and has held it in 2 quarters since.
  • 5 funds tracked by Wall St. Rank held The Southern Company Series 2015A 6.25% Junior Subordinated Notes due October 15, 2075 as of Q1 2019.

Based on IFP Advisors's 13F filing for Q1 2019, filed 15 May 2019.