Riverview Trust Company’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 | $23.3K | Sell |
330
-1,935
| -85% | -$137K | 0.03% | 164 |
|
2025
Q1 | $162K | Buy |
2,265
+540
| +31% | +$38.7K | 0.16% | 114 |
|
2024
Q4 | $107K | Sell |
1,725
-17
| -1% | -$1.06K | 0.1% | 150 |
|
2024
Q3 | $125K | Buy |
1,742
+69
| +4% | +$4.96K | 0.11% | 142 |
|
2024
Q2 | $106K | Hold |
1,673
| – | – | 0.1% | 149 |
|
2024
Q1 | $102K | Buy |
+1,673
| New | +$102K | 0.08% | 166 |
|
2023
Q4 | – | Sell |
-725
| Closed | -$40.6K | – | 380 |
|
2023
Q3 | $40.6K | Sell |
725
-1,032
| -59% | -$57.8K | 0.04% | 264 |
|
2023
Q2 | $106K | Buy |
1,757
+944
| +116% | +$56.8K | 0.1% | 134 |
|
2023
Q1 | $50.4K | Buy |
813
+246
| +43% | +$15.3K | 0.05% | 208 |
|
2022
Q4 | $36K | Sell |
567
-3,146
| -85% | -$200K | 0.03% | 255 |
|
2022
Q3 | $208K | Buy |
3,713
+1,345
| +57% | +$75.3K | 0.2% | 85 |
|
2022
Q2 | $149K | Buy |
2,368
+125
| +6% | +$7.87K | 0.13% | 117 |
|
2022
Q1 | $139K | Buy |
+2,243
| New | +$139K | 0.1% | 119 |
|
2020
Q4 | – | Sell |
-346
| Closed | -$17K | – | 233 |
|
2020
Q3 | $17K | Sell |
346
-200
| -37% | -$9.83K | 0.02% | 207 |
|
2020
Q2 | $24K | Hold |
546
| – | – | 0.02% | 198 |
|
2020
Q1 | $24K | Buy |
546
+358
| +190% | +$15.7K | 0.02% | 193 |
|
2019
Q4 | $10K | Hold |
188
| – | – | 0.01% | 253 |
|
2019
Q3 | $10K | Hold |
188
| – | – | 0.01% | 253 |
|
2019
Q2 | $10K | Hold |
188
| – | – | 0.01% | 248 |
|
2019
Q1 | $9K | Buy |
+188
| New | +$9K | 0.01% | 267 |
|