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Livermore
Livermore
ZHEN

Coastline Trust Co

SEC CIK
0001324279
Latest filing
Oct 1, 2026

SO holding history

Southern Co in every 13F filed by Coastline Trust Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SO overviewAll 13F holders of SOFull Q3 2026 holdings

Shares (Q3 2026)
2,656
Value
$220.2K
% of portfolio
<0.1%
Quarters held
23
Since Q1 2021
Holdings of SO by Coastline Trust Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20262,656$220.2K<0.1%−417−13.6%ReducedHolders
Q2 20263,073$294.1K<0.1%00.0%UnchangedHolders
Q1 20263,073$296.6K<0.1%−65−2.1%ReducedHolders
Q4 20253,138$273.6K<0.1%00.0%UnchangedHolders
Q3 20253,138$297.4K<0.1%−50−1.6%ReducedHolders
Q2 20253,188$292.8K<0.1%00.0%UnchangedHolders
Q1 20253,188$293.1K<0.1%+1,008+46.2%AddedHolders
Q4 20242,180$179.5K<0.1%−1,899−46.6%ReducedHolders
Q3 20244,079$367.8K<0.1%−5−0.1%ReducedHolders
Q2 20244,084$316.8K<0.1%−300−6.8%ReducedHolders
Q1 20244,384$314.5K<0.1%−3,350−43.3%ReducedHolders
Q4 20237,734$542.3K0.1%−4,866−38.6%ReducedHolders
Q3 202312,600$815.5K0.1%−597−4.5%ReducedHolders
Q2 202313,197$927.1K0.1%−1,431−9.8%ReducedHolders
Q1 202314,628$1.02M0.2%−466−3.1%ReducedHolders
Q4 202215,094$1.08M0.2%+4,719+45.5%AddedHolders
Q3 202210,375$705.0K0.1%+2,075+25.0%AddedHolders
Q2 20228,300$592.0K0.1%+3,160+61.5%AddedHolders
Q1 20225,140$373.0K<0.1%+244+5.0%AddedHolders
Q4 20214,896$335.0K<0.1%00.0%UnchangedHolders
Q3 20214,896$304.0K<0.1%−40−0.8%ReducedHolders
Q2 20214,936$298.0K<0.1%+155+3.2%AddedHolders
Q1 20214,781$297.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.