SOUTHERN CO - NOTE 3.875%12/1

Historical Portfolio Holders from Q1 2024 to Q3 2024

All holders as of June 30, 2024
Q2 2024
Type / Class
Debt / NOTE 3.875%12/1
Principal, excl. options Q2 2024
1.23B
Holdings value Q2 2024
$1.26B
Value change Q2 2024
+$10.5M
Grand Portfolio weight change Q2 2024
+0%
Number of holders
74
Number of buys Q2 2024
4
Number of sells Q2 2024
-7
Average buys Q2 2024 %
+0%
Average sells Q2 2024 %
-0.004%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Period Principal Value Change Price Investors
2024 Q3 $25.8M $31.4M -$23.3M $1.11 15
2024 Q2 $1.23B $1.26B +$10.5M $1.02 74
2024 Q1 $1.21B $1.21B +$1.21B $1.00 60