First National Bank of South Miami’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $734K | Sell |
12,182
-638
| -5% | -$38.4K | 0.59% | 47 |
|
|
2023
Q1 | $795K | Sell |
12,820
-653
| -5% | -$40.5K | 0.63% | 47 |
|
|
2022
Q4 | $857K | Sell |
13,473
-220
| -2% | -$14K | 0.64% | 43 |
|
|
2022
Q3 | $767K | Sell |
13,693
-1,037
| -7% | -$58.1K | 0.59% | 45 |
|
|
2022
Q2 | $926K | Buy |
14,730
+424
| +3% | +$26.7K | 0.63% | 41 |
|
|
2022
Q1 | $887K | Buy |
14,306
+37
| +0.3% | +$2.29K | 0.54% | 49 |
|
|
2021
Q4 | $845K | Buy |
14,269
+561
| +4% | +$33.2K | 0.51% | 53 |
|
|
2021
Q3 | $719K | Buy |
13,708
+323
| +2% | +$16.9K | 0.48% | 55 |
|
|
2021
Q2 | $724K | Buy |
13,385
+878
| +7% | +$47.5K | 0.49% | 55 |
|
|
2021
Q1 | $659K | Buy |
12,507
+160
| +1% | +$8.43K | 0.5% | 52 |
|
|
2020
Q4 | $677K | Buy |
12,347
+20
| +0.2% | +$1.1K | 0.58% | 47 |
|
|
2020
Q3 | $609K | Sell |
12,327
-1,211
| -9% | -$59.8K | 0.58% | 45 |
|
|
2020
Q2 | $605K | Sell |
13,538
-656
| -5% | -$29.3K | 0.65% | 43 |
|
|
2020
Q1 | $628K | Buy |
14,194
+42
| +0.3% | +$1.86K | 0.79% | 37 |
|
|
2019
Q4 | $784K | Hold |
14,152
| – | – | 0.78% | 38 |
|
|
2019
Q3 | $779K | Hold |
14,152
| – | – | 0.74% | 38 |
|
|
2019
Q2 | $745K | Sell |
14,152
-1,140
| -7% | -$60K | 0.7% | 42 |
|
|
2019
Q1 | $717K | Sell |
15,292
-190
| -1% | -$8.91K | 0.69% | 40 |
|
|
2018
Q4 | $745K | Buy |
+15,482
| New | +$745K | 0.73% | 38 |
|