MCM
SOJE

Murphy Capital Management’s Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 SOJE Stock Holding History

Murphy Capital Management’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
2022
Q1 		– Sell
-10,320
Closed -$268K – 232
2021
Q4 		$268K Hold
10,320
– – 0.03% 204
2021
Q3 		$264K Hold
10,320
– – 0.03% 202
2021
Q2 		$266K Sell
10,320
-135
-1% -$3.43K 0.03% 205
2021
Q1 		$259K Buy
10,455
+515
+5% +$12.8K 0.03% 194
2020
Q4 		$267K Buy
+9,940
New +$255K 0.04% 180

Other funds holding SOJE

BC
Bartlett & Co Cincinnati, Ohio $6.16B AUM 20.29% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
KC
Kingfisher Capital Charlotte, North Carolina $437M AUM 41.72% 1-Year Est. Return
PAM
Private Asset Management San Diego, California $426M AUM 20.27% 1-Year Est. Return
BWAM
Boyd Watterson Asset Management Cleveland, Ohio $326M AUM 28.17% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Murphy Capital Management's SOJE Position: Q1 2022 in Review

Murphy Capital Management sold out of Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 (SOJE) in Q1 2022, closing a stake of 10,320 shares — an estimated $268K sold.

Murphy Capital Management first reported a position in SOJE in Q4 2020 and held it in 5 quarters. The position peaked at $268K in Q4 2021. 6 funds tracked by Wall St. Rank hold SOJE as of Q1 2022.

  • Murphy Capital Management reported no remaining Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 position as of Q1 2022 after selling out during the quarter.
  • Murphy Capital Management sold 10,320 Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 shares in Q1 2022, an estimated $268K.
  • Murphy Capital Management first reported a position in Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 in Q4 2020 and held it in 5 quarters.
  • Murphy Capital Management's Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 position peaked at $268K in Q4 2021.
  • 6 funds tracked by Wall St. Rank held Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 as of Q1 2022.

Based on Murphy Capital Management's 13F filing for Q1 2022, filed 6 Apr 2022.