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

Private Capital Group’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
2019 Q4	–	Sell	-200	Closed	-$5K	–	2168
2019 Q3	$5K	Buy	+200	New	+$5.24K	﹤0.01%	1684
2019 Q2	–	Sell	-200	Closed	-$5K	–	2403
2019 Q1	$5K	Hold	200	–	–	﹤0.01%	1682
2018 Q4	$4K	Hold	200	–	–	﹤0.01%	1705
2018 Q3	$4K	Buy	+200	New	+$4.87K	﹤0.01%	1788

Private Capital Group's SOJC Position: Q4 2019 in Review

Private Capital Group sold out of Southern Company Series 2017B 5.25% Junior Subordinated Notes due Dec 1 2077 (SOJC) in Q4 2019, closing a stake of 200 shares — an estimated $5K sold.

Private Capital Group first reported a position in SOJC in Q3 2018 and held it in 4 quarters. The position peaked at $5K in Q3 2019. 0 funds tracked by Wall St. Rank hold SOJC as of Q4 2019.

Private Capital Group reported no remaining Southern Company Series 2017B 5.25% Junior Subordinated Notes due Dec 1 2077 position as of Q4 2019 after selling out during the quarter.
Private Capital Group sold 200 Southern Company Series 2017B 5.25% Junior Subordinated Notes due Dec 1 2077 shares in Q4 2019, an estimated $5K.
Private Capital Group first reported a position in Southern Company Series 2017B 5.25% Junior Subordinated Notes due Dec 1 2077 in Q3 2018 and held it in 4 quarters.
Private Capital Group's Southern Company Series 2017B 5.25% Junior Subordinated Notes due Dec 1 2077 position peaked at $5K in Q3 2019.
0 funds tracked by Wall St. Rank held Southern Company Series 2017B 5.25% Junior Subordinated Notes due Dec 1 2077 as of Q4 2019.

Based on Private Capital Group's 13F filing for Q4 2019, filed 14 Feb 2020.