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Livermore
Livermore
ZHEN

MEMBERS Trust Co

SEC CIK
0001677560
Latest filing
Jul 31, 2026

SO holding history

Southern Co in every 13F filed by MEMBERS 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 Q2 2026 holdings

Shares (Q2 2026)
10,789
Value
$1.03M
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of SO by MEMBERS Trust Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,789$1.03M<0.1%+800+8.0%AddedHolders
Q1 20269,989$964.1K<0.1%−432−4.1%ReducedHolders
Q4 202510,421$908.7K<0.1%+41+0.4%AddedHolders
Q3 202510,380$983.7K<0.1%−16−0.2%ReducedHolders
Q2 202510,396$954.7K<0.1%−180−1.7%ReducedHolders
Q1 202510,576$972.5K<0.1%+69+0.7%AddedHolders
Q4 202410,507$864.9K<0.1%−75−0.7%ReducedHolders
Q3 202410,582$954.3K<0.1%−198−1.8%ReducedHolders
Q2 202410,780$836.2K<0.1%00.0%UnchangedHolders
Q1 202410,780$773.4K<0.1%+433+4.2%AddedHolders
Q4 202310,347$725.9K<0.1%−475−4.4%ReducedHolders
Q3 202310,822$704.2K<0.1%+900+9.1%AddedHolders
Q2 20239,922$697.0K<0.1%+9,922NewHolders
Q4 20220$00.0%−8,105−100.0%Sold outHolders
Q3 20228,105$551.0K<0.1%00.0%UnchangedHolders
Q2 20228,105$578.0K<0.1%00.0%UnchangedHolders
Q1 20228,105$588.0K<0.1%+12+0.1%AddedHolders
Q4 20218,093$555.0K<0.1%00.0%UnchangedHolders
Q3 20218,093$507.0K<0.1%−950−10.5%ReducedHolders
Q2 20219,043$547.0K<0.1%−260−2.8%ReducedHolders
Q1 20219,303$579.0K<0.1%––Holders

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