First Citizens Financial Corp’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 | $513K | Hold |
7,250
| – | – | 0.28% | 83 |
|
|
2025
Q1 | $519K | Hold |
7,250
| – | – | 0.29% | 72 |
|
|
2024
Q4 | $451K | Buy |
7,250
+1,400
| +24% | +$87.2K | 0.25% | 76 |
|
|
2024
Q3 | $420K | Hold |
5,850
| – | – | 0.22% | 81 |
|
|
2024
Q2 | $372K | Sell |
5,850
-170
| -3% | -$10.8K | 0.22% | 82 |
|
|
2024
Q1 | $368K | Buy |
6,020
+55
| +0.9% | +$3.37K | 0.22% | 77 |
|
|
2023
Q4 | $352K | Sell |
5,965
-140
| -2% | -$8.25K | 0.23% | 78 |
|
|
2023
Q3 | $342K | Buy |
6,105
+1,400
| +30% | +$78.4K | 0.24% | 78 |
|
|
2023
Q2 | $283K | Buy |
+4,705
| New | +$283K | 0.19% | 90 |
|
|
2022
Q4 | $350K | Hold |
5,505
| – | – | 0.3% | 64 |
|
|
2022
Q3 | $308K | Sell |
5,505
-200
| -4% | -$11.2K | 0.3% | 64 |
|
|
2022
Q2 | $359K | Hold |
5,705
| – | – | 0.32% | 63 |
|
|
2022
Q1 | $354K | Hold |
5,705
| – | – | 0.27% | 69 |
|
|
2021
Q4 | $338K | Sell |
5,705
-88
| -2% | -$5.21K | 0.25% | 72 |
|
|
2021
Q3 | $304K | Sell |
5,793
-1,094
| -16% | -$57.4K | 0.24% | 75 |
|
|
2021
Q2 | $373K | Sell |
6,887
-125
| -2% | -$6.77K | 0.28% | 72 |
|
|
2021
Q1 | $370K | Sell |
7,012
-216
| -3% | -$11.4K | 0.3% | 67 |
|
|
2020
Q4 | $396K | Buy |
7,228
+578
| +9% | +$31.7K | 0.35% | 60 |
|
|
2020
Q3 | $328K | Buy |
6,650
+4
| +0.1% | +$197 | 0.32% | 67 |
|
|
2020
Q2 | $297K | Buy |
6,646
+1,112
| +20% | +$49.7K | 0.31% | 67 |
|
|
2020
Q1 | $245K | Buy |
5,534
+320
| +6% | +$14.2K | 0.32% | 67 |
|
|
2019
Q4 | $289K | Buy |
+5,214
| New | +$289K | 0.29% | 71 |
|