Nations Financial Group’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 | $1.84M | Buy |
25,944
+2,054
| +9% | +$145K | 0.13% | 189 |
|
|
2025
Q1 | $1.71M | Buy |
23,890
+656
| +3% | +$47K | 0.13% | 186 |
|
|
2024
Q4 | $1.45M | Sell |
23,234
-1,810
| -7% | -$113K | 0.11% | 216 |
|
|
2024
Q3 | $1.8M | Buy |
25,044
+4,019
| +19% | +$289K | 0.13% | 185 |
|
|
2024
Q2 | $1.34M | Sell |
21,025
-616
| -3% | -$39.2K | 0.11% | 215 |
|
|
2024
Q1 | $1.32M | Sell |
21,641
-1,068
| -5% | -$65.3K | 0.11% | 208 |
|
|
2023
Q4 | $1.34M | Sell |
22,709
-9,778
| -30% | -$576K | 0.12% | 194 |
|
|
2023
Q3 | $1.82M | Sell |
32,487
-3,088
| -9% | -$173K | 0.18% | 136 |
|
|
2023
Q2 | $2.14M | Buy |
35,575
+1,230
| +4% | +$74.1K | 0.21% | 118 |
|
|
2023
Q1 | $2.13M | Buy |
34,345
+138
| +0.4% | +$8.56K | 0.22% | 117 |
|
|
2022
Q4 | $2.18M | Buy |
34,207
+4,399
| +15% | +$280K | 0.24% | 109 |
|
|
2022
Q3 | $1.67M | Buy |
29,808
+4,617
| +18% | +$259K | 0.24% | 100 |
|
|
2022
Q2 | $1.59M | Buy |
25,191
+1,396
| +6% | +$87.8K | 0.21% | 122 |
|
|
2022
Q1 | $1.48M | Buy |
23,795
+10,767
| +83% | +$667K | 0.18% | 138 |
|
|
2021
Q4 | $771K | Buy |
13,028
+1,303
| +11% | +$77.1K | 0.1% | 213 |
|
|
2021
Q3 | $615K | Buy |
11,725
+6,424
| +121% | +$337K | 0.09% | 235 |
|
|
2021
Q2 | $287K | Buy |
5,301
+62
| +1% | +$3.36K | 0.05% | 338 |
|
|
2021
Q1 | $276K | Buy |
5,239
+1,194
| +30% | +$62.9K | 0.06% | 299 |
|
|
2020
Q4 | $222K | Buy |
+4,045
| New | +$222K | 0.06% | 303 |
|
|
2017
Q3 | – | Sell |
-8,779
| Closed | -$394K | – | 155 |
|
|
2017
Q2 | $394K | Buy |
8,779
+1,904
| +28% | +$85.5K | 0.32% | 94 |
|
|
2017
Q1 | $292K | Sell |
6,875
-2,050
| -23% | -$87.1K | 0.28% | 106 |
|
|
2016
Q4 | $370K | Sell |
8,925
-43
| -0.5% | -$1.78K | 0.4% | 79 |
|
|
2016
Q3 | $380K | Buy |
8,968
+399
| +5% | +$16.9K | 0.38% | 84 |
|
|
2016
Q2 | $388K | Buy |
8,569
+454
| +6% | +$20.6K | 0.41% | 75 |
|
|
2016
Q1 | $376K | Buy |
8,115
+2,389
| +42% | +$111K | 0.43% | 73 |
|
|
2015
Q4 | $246K | Buy |
+5,726
| New | +$246K | 0.32% | 97 |
|