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

Sonora Investment Management’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
2021 Q2	–	Sell	-400	Closed	-$11K	–	1064
2021 Q1	$11K	Buy	+400	New	+$10.6K	﹤0.01%	1212

Other funds holding SOJC

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Sierra Capital Miami, Florida $918M AUM 8.25% 1-Year Est. Return

Sonora Investment Management's SOJC Position: Q2 2021 in Review

Sonora Investment Management sold out of Southern Company Series 2017B 5.25% Junior Subordinated Notes due Dec 1 2077 (SOJC) in Q2 2021, closing a stake of 400 shares — an estimated $11K sold.

Sonora Investment Management first reported a position in SOJC in Q1 2021 and held it in 1 quarter. The position peaked at $11K in Q1 2021. 2 funds tracked by Wall St. Rank hold SOJC as of Q2 2021.

Sonora Investment Management reported no remaining Southern Company Series 2017B 5.25% Junior Subordinated Notes due Dec 1 2077 position as of Q2 2021 after selling out during the quarter.
Sonora Investment Management sold 400 Southern Company Series 2017B 5.25% Junior Subordinated Notes due Dec 1 2077 shares in Q2 2021, an estimated $11K.
Sonora Investment Management first reported a position in Southern Company Series 2017B 5.25% Junior Subordinated Notes due Dec 1 2077 in Q1 2021 and held it in 1 quarter.
Sonora Investment Management's Southern Company Series 2017B 5.25% Junior Subordinated Notes due Dec 1 2077 position peaked at $11K in Q1 2021.
2 funds tracked by Wall St. Rank held Southern Company Series 2017B 5.25% Junior Subordinated Notes due Dec 1 2077 as of Q2 2021.

Based on Sonora Investment Management's 13F filing for Q2 2021, filed 20 Oct 2021.