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

NBC Securities’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
2026 Q1	–	Sell	-4,323	Closed	-$87.5K	–	2840
2025 Q4	$87.5K	Hold	4,323	–	–	0.01%	1126
2025 Q3	$90.7K	Hold	4,323	–	–	0.01%	1110
2025 Q2	$85K	Buy	+4,323	New	+$86.7K	0.01%	1119

Other funds holding SOJD

Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return

Thompson Investment Management Madison, Wisconsin $873M AUM 26.56% 1-Year Est. Return

NBC Securities's SOJD Position: Q1 2026 in Review

NBC Securities sold out of Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 (SOJD) in Q1 2026, closing a stake of 4,323 shares — an estimated $87.5K sold.

NBC Securities first reported a position in SOJD in Q2 2025 and held it in 3 quarters. The position peaked at $90.7K in Q3 2025. 2 funds tracked by Wall St. Rank hold SOJD as of Q1 2026.

NBC Securities reported no remaining Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 position as of Q1 2026 after selling out during the quarter.
NBC Securities sold 4,323 Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 shares in Q1 2026, an estimated $87.5K.
NBC Securities first reported a position in Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 in Q2 2025 and held it in 3 quarters.
NBC Securities's Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 position peaked at $90.7K in Q3 2025.
2 funds tracked by Wall St. Rank held Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 as of Q1 2026.

Based on NBC Securities's 13F filing for Q1 2026, filed 14 Apr 2026.