Boyd Watterson Asset Management’s Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 SOJE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $177K | Hold |
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|
2025
Q1 | $186K | Hold |
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|
2024
Q4 | $189K | Hold |
|
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|
2024
Q3 | $224K | Hold |
|
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|
2024
Q2 | $204K | Hold |
|
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|
2024
Q1 | $207K | Hold |
|
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|
2023
Q4 | $202K | Hold |
|
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|
2023
Q3 | $196K | Hold |
|
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|
2023
Q2 | $211K | Hold |
|
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|
2023
Q1 | $201K | Hold |
|
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|
2022
Q4 | $175K | Hold |
|
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|
2022
Q3 | $193K | Hold |
|
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|
2022
Q2 | $192K | Hold |
|
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|
2022
Q1 | $226K | Hold |
|
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|
2021
Q4 | $263K | Hold |
|
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|
2021
Q3 | $259K | Hold |
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|
2021
Q2 | $262K | Hold |
|
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|
2021
Q1 | $251K | Buy |
|