LPWM
SOJA

Lake Point Wealth Management’s The Southern Company Series 2015A 6.25% Junior Subordinated Notes due October 15, 2075 SOJA Stock Holding History

Lake Point Wealth Management’s Portfolio SOJA Stock Details SOJA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-44
Closed -$1K – 896
2018
Q4 		$1K Buy
+44
New +$1.12K ﹤0.01% 797

Other funds holding SOJA

FBB
Fulton Breakefield Broenniman Bethesda, Maryland $1.7B AUM 23.97% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Lake Point Wealth Management's SOJA Position: Q1 2019 in Review

Lake Point Wealth Management sold out of The Southern Company Series 2015A 6.25% Junior Subordinated Notes due October 15, 2075 (SOJA) in Q1 2019, closing a stake of 44 shares — an estimated $1K sold.

Lake Point Wealth Management first reported a position in SOJA in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 5 funds tracked by Wall St. Rank hold SOJA as of Q1 2019.

  • Lake Point Wealth Management reported no remaining The Southern Company Series 2015A 6.25% Junior Subordinated Notes due October 15, 2075 position as of Q1 2019 after selling out during the quarter.
  • Lake Point Wealth Management sold 44 The Southern Company Series 2015A 6.25% Junior Subordinated Notes due October 15, 2075 shares in Q1 2019, an estimated $1K.
  • Lake Point Wealth Management first reported a position in The Southern Company Series 2015A 6.25% Junior Subordinated Notes due October 15, 2075 in Q4 2018 and held it in 1 quarter.
  • Lake Point Wealth Management's The Southern Company Series 2015A 6.25% Junior Subordinated Notes due October 15, 2075 position peaked at $1K in Q4 2018.
  • 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 Lake Point Wealth Management's 13F filing for Q1 2019, filed 3 Jun 2019.