First National Bank of Mount Dora’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 | $775K | Buy |
10,957
+391
| +4% | +$27.7K | 0.17% | 79 |
|
|
2025
Q1 | $757K | Buy |
10,566
+1,090
| +12% | +$78.1K | 0.18% | 77 |
|
|
2024
Q4 | $590K | Sell |
9,476
-33
| -0.3% | -$2.06K | 0.14% | 88 |
|
|
2024
Q3 | $683K | Sell |
9,509
-1,849
| -16% | -$133K | 0.16% | 88 |
|
|
2024
Q2 | $723K | Sell |
11,358
-247
| -2% | -$15.7K | 0.17% | 87 |
|
|
2024
Q1 | $710K | Buy |
11,605
+2,020
| +21% | +$124K | 0.17% | 83 |
|
|
2023
Q4 | $565K | Sell |
9,585
-300
| -3% | -$17.7K | 0.15% | 80 |
|
|
2023
Q3 | $553K | Buy |
9,885
+28
| +0.3% | +$1.57K | 0.16% | 82 |
|
|
2023
Q2 | $594K | Sell |
9,857
-230
| -2% | -$13.9K | 0.17% | 82 |
|
|
2023
Q1 | $626K | Sell |
10,087
-9,939
| -50% | -$617K | 0.19% | 82 |
|
|
2022
Q4 | $1.27M | Sell |
20,026
-31,828
| -61% | -$2.02M | 0.42% | 62 |
|
|
2022
Q3 | $2.91M | Buy |
51,854
+31,700
| +157% | +$1.78M | 1.03% | 38 |
|
|
2022
Q2 | $1.27M | Sell |
20,154
-593
| -3% | -$37.3K | 0.44% | 61 |
|
|
2022
Q1 | $1.29M | Sell |
20,747
-475
| -2% | -$29.4K | 0.39% | 64 |
|
|
2021
Q4 | $1.26M | Sell |
21,222
-1,200
| -5% | -$71.1K | 0.37% | 60 |
|
|
2021
Q3 | $1.18M | Sell |
22,422
-200
| -0.9% | -$10.5K | 0.39% | 61 |
|
|
2021
Q2 | $1.22M | Sell |
22,622
-1,637
| -7% | -$88.6K | 0.4% | 57 |
|
|
2021
Q1 | $1.28M | Sell |
24,259
-612
| -2% | -$32.3K | 0.45% | 58 |
|
|
2020
Q4 | $1.36M | Sell |
24,871
-245
| -1% | -$13.4K | 0.49% | 57 |
|
|
2020
Q3 | $1.24M | Sell |
25,116
-500
| -2% | -$24.7K | 0.51% | 57 |
|
|
2020
Q2 | $1.15M | Sell |
25,616
-325
| -1% | -$14.5K | 0.52% | 57 |
|
|
2020
Q1 | $1.15M | Sell |
25,941
-971
| -4% | -$43K | 0.61% | 50 |
|
|
2019
Q4 | $1.49M | Buy |
26,912
+150
| +0.6% | +$8.31K | 0.63% | 51 |
|
|
2019
Q3 | $1.46M | Sell |
26,762
-2,345
| -8% | -$128K | 0.67% | 51 |
|
|
2019
Q2 | $1.48M | Sell |
29,107
-677
| -2% | -$34.5K | 0.68% | 48 |
|
|
2019
Q1 | $1.4M | Sell |
29,784
-41
| -0.1% | -$1.92K | 0.61% | 50 |
|
|
2018
Q4 | $1.41M | Sell |
29,825
-1,597
| -5% | -$75.6K | 0.7% | 49 |
|
|
2018
Q3 | $1.45M | Buy |
31,422
+1,002
| +3% | +$46.3K | 0.62% | 51 |
|
|
2018
Q2 | $1.34M | Sell |
30,420
-11,625
| -28% | -$510K | 0.6% | 50 |
|
|
2018
Q1 | $1.83M | Sell |
42,045
-1,790
| -4% | -$77.7K | 0.84% | 44 |
|
|
2017
Q4 | $2.01M | Sell |
43,835
-905
| -2% | -$41.5K | 0.89% | 42 |
|
|
2017
Q3 | $2.01M | Sell |
44,740
-7,459
| -14% | -$336K | 0.99% | 41 |
|
|
2017
Q2 | $2.34M | Buy |
52,199
+7,296
| +16% | +$327K | 1.22% | 36 |
|
|
2017
Q1 | $1.91M | Sell |
44,903
-765
| -2% | -$32.5K | 1.03% | 41 |
|
|
2016
Q4 | $1.89M | Sell |
45,668
-1,900
| -4% | -$78.8K | 1.12% | 38 |
|
|
2016
Q3 | $2.01M | Buy |
47,568
+199
| +0.4% | +$8.42K | 1.13% | 38 |
|
|
2016
Q2 | $2.15M | Buy |
47,369
+175
| +0.4% | +$7.93K | 1.23% | 40 |
|
|
2016
Q1 | $2.19M | Sell |
47,194
-275
| -0.6% | -$12.8K | 1.29% | 38 |
|
|
2015
Q4 | $2.04M | Sell |
47,469
-1,450
| -3% | -$62.3K | 1.2% | 38 |
|
|
2015
Q3 | $1.96M | Buy |
48,919
+20
| +0% | +$803 | 1.2% | 38 |
|
|
2015
Q2 | $1.92M | Sell |
48,899
-8,095
| -14% | -$318K | 1.07% | 38 |
|
|
2015
Q1 | $2.31M | Sell |
56,994
-2,865
| -5% | -$116K | 1.25% | 34 |
|
|
2014
Q4 | $2.53M | Sell |
59,859
-1,550
| -3% | -$65.4K | 1.41% | 28 |
|
|
2014
Q3 | $2.62M | Sell |
61,409
-1,250
| -2% | -$53.3K | 1.53% | 23 |
|
|
2014
Q2 | $2.65M | Sell |
62,659
-1,900
| -3% | -$80.5K | 1.54% | 20 |
|
|
2014
Q1 | $2.5M | Sell |
64,559
-4,065
| -6% | -$157K | 1.52% | 21 |
|
|
2013
Q4 | $2.84M | Sell |
68,624
-28,982
| -30% | -$1.2M | 1.85% | 15 |
|
|
2013
Q3 | $3.7M | Sell |
97,606
-7,502
| -7% | -$284K | 2.7% | 6 |
|
|
2013
Q2 | $4.22M | Buy |
+105,108
| New | +$4.22M | 3.13% | 4 |
|