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 $371M AUM 33.49% 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 $323M AUM 21.07% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

1620 Investment Advisors's SOJE Position: Q3 2025 in Review

1620 Investment Advisors sold out of Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 (SOJE) in Q3 2025, closing a stake of 250 shares — an estimated $4.39K sold.

1620 Investment Advisors first reported a position in SOJE in Q4 2024 and held it in 3 quarters. The position peaked at $4.73K in Q4 2024. 4 funds tracked by Wall St. Rank hold SOJE as of Q3 2025.

  • 1620 Investment Advisors reported no remaining Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 position as of Q3 2025 after selling out during the quarter.
  • 1620 Investment Advisors sold 250 Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 shares in Q3 2025, an estimated $4.39K.
  • 1620 Investment Advisors first reported a position in Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 in Q4 2024 and held it in 3 quarters.
  • 1620 Investment Advisors's Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 position peaked at $4.73K in Q4 2024.
  • 4 funds tracked by Wall St. Rank held Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 as of Q3 2025.

Based on 1620 Investment Advisors's 13F filing for Q3 2025, filed 7 Oct 2025.