HBC Financial Services’s Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 SOJE Stock Holding History

HBC Financial Services’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
2024 Q4	$4K	Buy	+215	New	+$4.36K	﹤0.01%	145

Other funds holding SOJE

Boyd Watterson Asset Management Cleveland, Ohio $326M AUM 28.17% 1-Year Est. Return

Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return

United Community Bank Greenville, South Carolina $300M AUM 14.66% 1-Year Est. Return

1620 Investment Advisors Plymouth, Massachusetts $148M AUM 21.55% 1-Year Est. Return