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

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

1IA

1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return

HBC Financial Services's SOJE Position: Q4 2024 in Review

HBC Financial Services opened a new position in Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 (SOJE) in Q4 2024: 215 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #145 among its holdings.

5 funds tracked by Wall St. Rank hold SOJE as of Q4 2024.

HBC Financial Services held 215 shares of Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 worth $4K as of Q4 2024.
Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 was a new HBC Financial Services position in Q4 2024.
Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 made up ﹤0.01% of HBC Financial Services's portfolio in Q4 2024, its #145 holding.
5 funds tracked by Wall St. Rank held Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 as of Q4 2024.

Based on HBC Financial Services's 13F filing for Q4 2024, filed 16 Jan 2025.