ORG Partners’s Southern Company Series 2017B 5.25% Junior Subordinated Notes due Dec 1 2077 SOJC Stock Holding History

ORG Partners’s Portfolio SOJC Stock Details SOJC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-7	Closed	-$162	–	1351
2024 Q2	$162	Buy	+7	New	+$163	﹤0.01%	1723
2023 Q4	–	Sell	-7	Closed	-$157	–	1321
2023 Q3	$157	Buy	+7	New	+$169	﹤0.01%	1289

ORG Partners's SOJC Position: Q3 2024 in Review

ORG Partners sold out of Southern Company Series 2017B 5.25% Junior Subordinated Notes due Dec 1 2077 (SOJC) in Q3 2024, closing a stake of 7 shares — an estimated $162 sold.

ORG Partners first reported a position in SOJC in Q3 2023 and held it in 2 quarters. The position peaked at $162 in Q2 2024. 0 funds tracked by Wall St. Rank hold SOJC as of Q3 2024.

ORG Partners reported no remaining Southern Company Series 2017B 5.25% Junior Subordinated Notes due Dec 1 2077 position as of Q3 2024 after selling out during the quarter.
ORG Partners sold 7 Southern Company Series 2017B 5.25% Junior Subordinated Notes due Dec 1 2077 shares in Q3 2024, an estimated $162.
ORG Partners first reported a position in Southern Company Series 2017B 5.25% Junior Subordinated Notes due Dec 1 2077 in Q3 2023 and held it in 2 quarters.
ORG Partners's Southern Company Series 2017B 5.25% Junior Subordinated Notes due Dec 1 2077 position peaked at $162 in Q2 2024.
0 funds tracked by Wall St. Rank held Southern Company Series 2017B 5.25% Junior Subordinated Notes due Dec 1 2077 as of Q3 2024.

Based on ORG Partners's 13F filing for Q3 2024, filed 11 Oct 2024.