TVWM
SOJD

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

Tower View Wealth 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
2021
Q3 		– Sell
-1,500
Closed -$40K – 234
2021
Q2 		$40K Hold
1,500
– – 0.02% 101
2021
Q1 		$39K Hold
1,500
– – 0.02% 104
2020
Q4 		$41K Buy
+1,500
New +$40.6K 0.02% 106

Other funds holding SOJD

EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
SC
Sierra Capital Miami, Florida $918M AUM 8.25% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Tower View Wealth Management's SOJD Position: Q3 2021 in Review

Tower View Wealth Management sold out of Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 (SOJD) in Q3 2021, closing a stake of 1,500 shares — an estimated $40K sold.

Tower View Wealth Management first reported a position in SOJD in Q4 2020 and held it in 3 quarters. The position peaked at $41K in Q4 2020. 3 funds tracked by Wall St. Rank hold SOJD as of Q3 2021.

  • Tower View Wealth Management reported no remaining Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 position as of Q3 2021 after selling out during the quarter.
  • Tower View Wealth Management sold 1,500 Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 shares in Q3 2021, an estimated $40K.
  • Tower View Wealth Management first reported a position in Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 in Q4 2020 and held it in 3 quarters.
  • Tower View Wealth Management's Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 position peaked at $41K in Q4 2020.
  • 3 funds tracked by Wall St. Rank held Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 as of Q3 2021.

Based on Tower View Wealth Management's 13F filing for Q3 2021, filed 8 Nov 2021.