Exchange Bank’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.16M | Hold |
30,473
| – | – | 1.71% | 17 |
|
|
2025
Q1 | $2.18M | Sell |
30,473
-374
| -1% | -$26.8K | 1.76% | 16 |
|
|
2024
Q4 | $1.92M | Hold |
30,847
| – | – | 1.54% | 17 |
|
|
2024
Q3 | $2.22M | Sell |
30,847
-121
| -0.4% | -$8.7K | 1.81% | 15 |
|
|
2024
Q2 | $1.97M | Sell |
30,968
-546
| -2% | -$34.8K | 1.68% | 15 |
|
|
2024
Q1 | $1.93M | Sell |
31,514
-61
| -0.2% | -$3.73K | 1.58% | 18 |
|
|
2023
Q4 | $1.86M | Hold |
31,575
| – | – | 1.61% | 15 |
|
|
2023
Q3 | $1.77M | Sell |
31,575
-760
| -2% | -$42.5K | 1.69% | 15 |
|
|
2023
Q2 | $1.95M | Buy |
+32,335
| New | +$1.95M | 1.88% | 12 |
|