United Community Bank’s Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 SOJE Stock Holding History

United Community Bank’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
2026 Q1	–	Sell	-575	Closed	-$10.2K	–	625
2025 Q4	$10.2K	Hold	575	–	–	﹤0.01%	436
2025 Q3	$10.7K	Hold	575	–	–	﹤0.01%	466
2025 Q2	$10.1K	Hold	575	–	–	﹤0.01%	420
2025 Q1	$10.6K	Hold	575	–	–	﹤0.01%	405
2024 Q4	$10.9K	Hold	575	–	–	﹤0.01%	356
2024 Q3	$12.7K	Hold	575	–	–	0.01%	335
2024 Q2	$11.6K	Buy	+575	New	+$11.4K	﹤0.01%	359

Other funds holding SOJE

BWAM

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

TIM

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

United Community Bank's SOJE Position: Q1 2026 in Review

United Community Bank sold out of Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 (SOJE) in Q1 2026, closing a stake of 575 shares — an estimated $10.2K sold.

United Community Bank first reported a position in SOJE in Q2 2024 and held it in 7 quarters. The position peaked at $12.7K in Q3 2024. 2 funds tracked by Wall St. Rank hold SOJE as of Q1 2026.

United Community Bank reported no remaining Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 position as of Q1 2026 after selling out during the quarter.
United Community Bank sold 575 Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 shares in Q1 2026, an estimated $10.2K.
United Community Bank first reported a position in Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 in Q2 2024 and held it in 7 quarters.
United Community Bank's Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 position peaked at $12.7K in Q3 2024.
2 funds tracked by Wall St. Rank held Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 as of Q1 2026.

Based on United Community Bank's 13F filing for Q1 2026, filed 24 Apr 2026.