Wealth Quarterback’s The Southern Company Series 2015A 6.25% Junior Subordinated Notes due October 15, 2075 SOJA Stock Holding History

Wealth Quarterback’s Portfolio SOJA Stock Details SOJA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-400	Closed	-$10.1K	–	903
2020 Q1	$10.1K	Buy	+400	New	+$10.3K	0.01%	474

Other funds holding SOJA

EWM

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Wealth Quarterback's SOJA Position: Q2 2020 in Review

Wealth Quarterback sold out of The Southern Company Series 2015A 6.25% Junior Subordinated Notes due October 15, 2075 (SOJA) in Q2 2020, closing a stake of 400 shares — an estimated $10.1K sold.

Wealth Quarterback first reported a position in SOJA in Q1 2020 and held it in 1 quarter. The position peaked at $10.1K in Q1 2020. 2 funds tracked by Wall St. Rank hold SOJA as of Q2 2020.

Wealth Quarterback reported no remaining The Southern Company Series 2015A 6.25% Junior Subordinated Notes due October 15, 2075 position as of Q2 2020 after selling out during the quarter.
Wealth Quarterback sold 400 The Southern Company Series 2015A 6.25% Junior Subordinated Notes due October 15, 2075 shares in Q2 2020, an estimated $10.1K.
Wealth Quarterback first reported a position in The Southern Company Series 2015A 6.25% Junior Subordinated Notes due October 15, 2075 in Q1 2020 and held it in 1 quarter.
Wealth Quarterback's The Southern Company Series 2015A 6.25% Junior Subordinated Notes due October 15, 2075 position peaked at $10.1K in Q1 2020.
2 funds tracked by Wall St. Rank held The Southern Company Series 2015A 6.25% Junior Subordinated Notes due October 15, 2075 as of Q2 2020.

Based on Wealth Quarterback's 13F filing for Q2 2020, filed 17 Aug 2020.