FFA
First Foundation Advisors’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $693K | Buy |
9,790
+2,939
| +43% | +$208K | 0.03% | 214 |
|
|
2025
Q1 | $491K | Sell |
6,851
-2,902
| -30% | -$208K | 0.02% | 225 |
|
|
2024
Q4 | $607K | Buy |
9,753
+68
| +0.7% | +$4.23K | 0.02% | 215 |
|
|
2024
Q3 | $696K | Sell |
9,685
-2,058
| -18% | -$148K | 0.03% | 201 |
|
|
2024
Q2 | $747K | Sell |
11,743
-1,283
| -10% | -$81.7K | 0.03% | 187 |
|
|
2024
Q1 | $797K | Sell |
13,026
-661
| -5% | -$40.4K | 0.03% | 186 |
|
|
2023
Q4 | $807K | Sell |
13,687
-11,915
| -47% | -$702K | 0.04% | 186 |
|
|
2023
Q3 | $1.43M | Sell |
25,602
-6,254
| -20% | -$350K | 0.07% | 153 |
|
|
2023
Q2 | $1.92M | Sell |
31,856
-1,071
| -3% | -$64.5K | 0.08% | 129 |
|
|
2023
Q1 | $2.04M | Buy |
32,927
+1,464
| +5% | +$90.8K | 0.09% | 127 |
|
|
2022
Q4 | $2M | Buy |
31,463
+2,480
| +9% | +$158K | 0.1% | 123 |
|
|
2022
Q3 | $1.62M | Sell |
28,983
-357
| -1% | -$20K | 0.08% | 133 |
|
|
2022
Q2 | $1.85M | Buy |
29,340
+1,636
| +6% | +$103K | 0.08% | 124 |
|
|
2022
Q1 | $1.72M | Sell |
27,704
-377
| -1% | -$23.4K | 0.06% | 148 |
|
|
2021
Q4 | $1.66M | Buy |
28,081
+528
| +2% | +$31.3K | 0.06% | 157 |
|
|
2021
Q3 | $1.45M | Sell |
27,553
-266
| -1% | -$14K | 0.05% | 163 |
|
|
2021
Q2 | $1.51M | Sell |
27,819
-826
| -3% | -$44.7K | 0.06% | 169 |
|
|
2021
Q1 | $1.51M | Buy |
28,645
+19
| +0.1% | +$1K | 0.06% | 160 |
|
|
2020
Q4 | $1.57M | Buy |
28,626
+498
| +2% | +$27.3K | 0.07% | 150 |
|
|
2020
Q3 | $1.39M | Buy |
28,128
+1,678
| +6% | +$82.9K | 0.06% | 151 |
|
|
2020
Q2 | $1.18M | Buy |
26,450
+1,711
| +7% | +$76.5K | 0.06% | 161 |
|
|
2020
Q1 | $1.1M | Sell |
24,739
-34,868
| -58% | -$1.54M | 0.07% | 160 |
|
|
2019
Q4 | $3.3M | Sell |
59,607
-13,669
| -19% | -$757K | 0.16% | 90 |
|
|
2019
Q3 | $3.99M | Buy |
73,276
+294
| +0.4% | +$16K | 0.21% | 75 |
|
|
2019
Q2 | $3.72M | Sell |
72,982
-415
| -0.6% | -$21.1K | 0.21% | 82 |
|
|
2019
Q1 | $3.44M | Sell |
73,397
-18,415
| -20% | -$863K | 0.2% | 83 |
|
|
2018
Q4 | $4.35M | Sell |
91,812
-5,780
| -6% | -$274K | 0.27% | 64 |
|
|
2018
Q3 | $4.51M | Buy |
97,592
+5,595
| +6% | +$258K | 0.25% | 66 |
|
|
2018
Q2 | $4.04M | Buy |
91,997
+3,190
| +4% | +$140K | 0.24% | 65 |
|
|
2018
Q1 | $3.86M | Buy |
88,807
+25,328
| +40% | +$1.1M | 0.22% | 70 |
|
|
2017
Q4 | $2.91M | Buy |
63,479
+12,231
| +24% | +$561K | 0.16% | 89 |
|
|
2017
Q3 | $2.31M | Sell |
51,248
-71,545
| -58% | -$3.22M | 0.13% | 94 |
|
|
2017
Q2 | $5.51M | Buy |
122,793
+4,106
| +3% | +$184K | 0.32% | 53 |
|
|
2017
Q1 | $5.04M | Buy |
118,687
+10,776
| +10% | +$457K | 0.31% | 57 |
|
|
2016
Q4 | $4.47M | Buy |
107,911
+19,173
| +22% | +$795K | 0.29% | 66 |
|
|
2016
Q3 | $3.76M | Sell |
88,738
-2,032
| -2% | -$86K | 0.26% | 70 |
|
|
2016
Q2 | $4.12M | Sell |
90,770
-635
| -0.7% | -$28.8K | 0.3% | 65 |
|
|
2016
Q1 | $4.24M | Sell |
91,405
-1,405
| -2% | -$65.2K | 0.31% | 63 |
|
|
2015
Q4 | $3.99M | Sell |
92,810
-6,063
| -6% | -$260K | 0.27% | 71 |
|
|
2015
Q3 | $3.97M | Buy |
98,873
+741
| +0.8% | +$29.7K | 0.33% | 63 |
|
|
2015
Q2 | $3.85M | Buy |
98,132
+70,705
| +258% | +$2.77M | 0.31% | 59 |
|
|
2015
Q1 | $1.11M | Buy |
27,427
+4,450
| +19% | +$180K | 0.09% | 101 |
|
|
2014
Q4 | $970K | Buy |
22,977
+2,247
| +11% | +$94.9K | 0.09% | 97 |
|
|
2014
Q3 | $884K | Sell |
20,730
-649
| -3% | -$27.7K | 0.09% | 90 |
|
|
2014
Q2 | $906K | Sell |
21,379
-466
| -2% | -$19.7K | 0.1% | 78 |
|
|
2014
Q1 | $845K | Sell |
21,845
-897
| -4% | -$34.7K | 0.1% | 68 |
|
|
2013
Q4 | $939K | Buy |
22,742
+1,890
| +9% | +$78K | 0.13% | 62 |
|
|
2013
Q3 | $790K | Buy |
20,852
+3,206
| +18% | +$121K | 0.12% | 66 |
|
|
2013
Q2 | $708K | Buy |
+17,646
| New | +$708K | 0.14% | 61 |
|