Private Asset Management’s Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 SOJE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $470K | Sell |
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|
2023
Q2 | $548K | Sell |
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|
2023
Q1 | $634K | Buy |
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|
2022
Q4 | $526K | Sell |
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|
2022
Q3 | $609K | Sell |
|
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|
2022
Q2 | $613K | Buy |
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|
2022
Q1 | $575K | Buy |
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|
2021
Q4 | $618K | Buy |
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|
2021
Q3 | $573K | Sell |
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|
2021
Q2 | $792K | Buy |
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|
2021
Q1 | $204K | Buy |
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