1IA
SOJE

1620 Investment Advisors’s Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 SOJE Stock Holding History

1620 Investment Advisors’s Portfolio SOJE Stock Details SOJE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-250
Closed -$4.39K – 690
2025
Q2 		$4.39K Hold
250
– – ﹤0.01% 535
2025
Q1 		$4.59K Hold
250
– – ﹤0.01% 520
2024
Q4 		$4.73K Buy
+250
New +$5.07K ﹤0.01% 528

Other funds holding SOJE

BWAM
Boyd Watterson Asset Management Cleveland, Ohio $326M AUM 28.17% 1-Year Est. Return
TIM
Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return
UCB
United Community Bank Greenville, South Carolina $300M AUM 14.66% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.33B AUM 24% 1-Year Est. Return