Steward Partners Investment Advisory’s The Southern Company Series 2016A 5.25% Junior Subordinated Notes due October 1, 2076 SOJB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
Sell
-1,029
Closed -$26K 3447
2021
Q2
$26K Buy
+1,029
New +$26.5K ﹤0.01% 4570

Steward Partners Investment Advisory's SOJB Position: Q3 2021 in Review

Steward Partners Investment Advisory sold out of The Southern Company Series 2016A 5.25% Junior Subordinated Notes due October 1, 2076 (SOJB) in Q3 2021, closing a stake of 1,029 shares — an estimated $26K sold.

Steward Partners Investment Advisory first reported a position in SOJB in Q2 2021 and held it in 1 quarter. The position peaked at $26K in Q2 2021. 0 funds tracked by Wall St. Rank hold SOJB as of Q3 2021.

  • Steward Partners Investment Advisory reported no remaining The Southern Company Series 2016A 5.25% Junior Subordinated Notes due October 1, 2076 position as of Q3 2021 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 1,029 The Southern Company Series 2016A 5.25% Junior Subordinated Notes due October 1, 2076 shares in Q3 2021, an estimated $26K.
  • Steward Partners Investment Advisory first reported a position in The Southern Company Series 2016A 5.25% Junior Subordinated Notes due October 1, 2076 in Q2 2021 and held it in 1 quarter.
  • Steward Partners Investment Advisory's The Southern Company Series 2016A 5.25% Junior Subordinated Notes due October 1, 2076 position peaked at $26K in Q2 2021.
  • 0 funds tracked by Wall St. Rank held The Southern Company Series 2016A 5.25% Junior Subordinated Notes due October 1, 2076 as of Q3 2021.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2021, filed 12 Nov 2021.