Southern Company shares owned by Coastline Trust
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Coastline Trust
from 13F filings
Historical chart of Coastline Trust investment in Southern Company
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Quarterly reported holdings in Southern Company by Coastline Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $315k | 4.4k | 71.74 |
| 2023-12-31 | $542k | 7.7k | 70.12 |
| 2023-09-30 | $816k | 13k | 64.72 |
| 2023-06-30 | $927k | 13k | 70.25 |
| 2023-03-31 | $1.1M | 15k | 71.41 |
| 2022-12-31 | $1.1M | 15k | 71.41 |
| 2022-09-30 | $705k | 10k | 67.96 |
| 2022-06-30 | $593k | 8.3k | 71.38 |
| 2022-03-31 | $372k | 5.1k | 72.37 |
| 2021-12-31 | $334k | 4.9k | 68.20 |
| 2021-09-30 | $306k | 4.9k | 62.44 |
| 2021-06-30 | $297k | 4.9k | 60.12 |
| 2021-03-31 | $296k | 4.8k | 61.81 |
| 2020-12-31 | $296k | 4.8k | 61.81 |
| 2020-09-30 | $259k | 4.8k | 54.19 |
| 2020-06-30 | $268k | 5.2k | 51.57 |
| 2020-03-31 | $281k | 5.2k | 54.09 |
| 2019-12-31 | $355k | 5.6k | 63.94 |
| 2019-09-30 | $344k | 5.6k | 61.89 |
| 2019-06-30 | $307k | 5.5k | 55.44 |
| 2019-03-31 | $288k | 5.6k | 51.78 |
| 2018-12-31 | $249k | 5.7k | 43.96 |
| 2018-09-30 | $247k | 5.7k | 43.62 |
| 2018-06-30 | $365k | 7.9k | 46.26 |
| 2018-03-31 | $1.2M | 26k | 44.67 |
| 2017-12-31 | $1.2M | 26k | 48.10 |
| 2017-09-30 | $1.3M | 26k | 49.15 |
| 2017-06-30 | $1.1M | 24k | 47.86 |
| 2017-03-31 | $1.1M | 22k | 49.76 |
| 2016-12-31 | $983k | 20k | 49.21 |
| 2016-09-30 | $990k | 19k | 51.30 |
| 2016-06-30 | $1000k | 19k | 53.60 |
| 2016-03-31 | $966k | 19k | 51.74 |
| 2015-12-31 | $873k | 19k | 46.77 |
| 2015-09-30 | $840k | 19k | 44.69 |
| 2015-06-30 | $798k | 19k | 41.91 |
| 2015-03-31 | $813k | 18k | 44.30 |
| 2014-12-31 | $876k | 18k | 49.11 |
| 2014-09-30 | $751k | 17k | 43.67 |
| 2014-06-30 | $748k | 17k | 45.38 |
| 2014-03-31 | $666k | 15k | 43.97 |
| 2013-12-31 | $567k | 14k | 41.15 |
| 2013-09-30 | $572k | 14k | 41.20 |
| 2013-06-30 | $506k | 12k | 44.08 |
| 2013-03-31 | $470k | 10k | 46.93 |
| 2012-12-31 | $270k | 6.3k | 42.83 |