Bartlett & Co’s Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 SOJE Stock Holding History

Bartlett & Co’s Portfolio SOJE Stock Details SOJE Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$1.01M	Sell
2023 Q3	$1.03M	Sell
2023 Q2	$1.22M	Hold
2023 Q1	$1.16M	Sell
2022 Q4	$1.06M	Sell
2022 Q3	$1.39M	Sell
2022 Q2	$1.41M	Sell
2022 Q1	$1.66M	Hold
2021 Q4	$1.91M	Buy