SPIA
SOJC

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

Steward Partners Investment Advisory’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
Q3 		– Sell
-8,462
Closed -$228K – 3320
2021
Q2 		$228K Buy
+8,462
New +$226K ﹤0.01% 1449

Other funds holding SOJC

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

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

Steward Partners Investment Advisory sold out of Southern Company Series 2017B 5.25% Junior Subordinated Notes due Dec 1 2077 (SOJC) in Q3 2021, closing a stake of 8,462 shares — an estimated $228K sold.

Steward Partners Investment Advisory first reported a position in SOJC in Q2 2021 and held it in 1 quarter. The position peaked at $228K in Q2 2021. 1 fund tracked by Wall St. Rank holds SOJC as of Q3 2021.

  • Steward Partners Investment Advisory reported no remaining Southern Company Series 2017B 5.25% Junior Subordinated Notes due Dec 1 2077 position as of Q3 2021 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 8,462 Southern Company Series 2017B 5.25% Junior Subordinated Notes due Dec 1 2077 shares in Q3 2021, an estimated $228K.
  • Steward Partners Investment Advisory first reported a position in Southern Company Series 2017B 5.25% Junior Subordinated Notes due Dec 1 2077 in Q2 2021 and held it in 1 quarter.
  • Steward Partners Investment Advisory's Southern Company Series 2017B 5.25% Junior Subordinated Notes due Dec 1 2077 position peaked at $228K in Q2 2021.
  • 1 fund tracked by Wall St. Rank held Southern Company Series 2017B 5.25% Junior Subordinated Notes due Dec 1 2077 as of Q3 2021.

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