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

Sonora Investment Management’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
2020 Q4	–	Sell	-92	Closed	-$2K	–	1773
2020 Q3	$2K	Hold	92	–	–	﹤0.01%	1645
2020 Q2	$2K	Hold	92	–	–	﹤0.01%	1592
2020 Q1	$2K	Buy	+92	New	+$2.23K	﹤0.01%	1494

Other funds holding SOJD

EWM

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

TVWM

Tower View Wealth Management Shorewood, Wisconsin $227M AUM 41.04% 1-Year Est. Return

Sonora Investment Management's SOJD Position: Q4 2020 in Review

Sonora Investment Management sold out of Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 (SOJD) in Q4 2020, closing a stake of 92 shares — an estimated $2K sold.

Sonora Investment Management first reported a position in SOJD in Q1 2020 and held it in 3 quarters. The position peaked at $2K in Q3 2020. 2 funds tracked by Wall St. Rank hold SOJD as of Q4 2020.

Sonora Investment Management reported no remaining Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 position as of Q4 2020 after selling out during the quarter.
Sonora Investment Management sold 92 Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 shares in Q4 2020, an estimated $2K.
Sonora Investment Management first reported a position in Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 in Q1 2020 and held it in 3 quarters.
Sonora Investment Management's Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 position peaked at $2K in Q3 2020.
2 funds tracked by Wall St. Rank held Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 as of Q4 2020.

Based on Sonora Investment Management's 13F filing for Q4 2020, filed 13 Jan 2021.