Security National Bank of Sioux City Iowa’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 | $990K | Sell |
13,989
-2,170
| -13% | -$154K | 0.69% | 54 |
|
|
2025
Q1 | $1.16M | Sell |
16,159
-266
| -2% | -$19.1K | 0.84% | 51 |
|
|
2024
Q4 | $1.02M | Sell |
16,425
-205
| -1% | -$12.8K | 0.72% | 57 |
|
|
2024
Q3 | $1.2M | Buy |
16,630
+37
| +0.2% | +$2.66K | 0.73% | 55 |
|
|
2024
Q2 | $1.06M | Sell |
16,593
-113
| -0.7% | -$7.19K | 0.76% | 51 |
|
|
2024
Q1 | $1.02M | Sell |
16,706
-191
| -1% | -$11.7K | 0.72% | 55 |
|
|
2023
Q4 | $996K | Buy |
16,897
+1,749
| +12% | +$103K | 0.75% | 53 |
|
|
2023
Q3 | $848K | Sell |
15,148
-455
| -3% | -$25.5K | 0.66% | 56 |
|
|
2023
Q2 | $940K | Buy |
+15,603
| New | +$940K | 0.71% | 55 |
|
|
2022
Q4 | $985K | Sell |
15,479
-80
| -0.5% | -$5.09K | 0.75% | 53 |
|
|
2022
Q3 | $872K | Sell |
15,559
-20
| -0.1% | -$1.12K | 0.78% | 49 |
|
|
2022
Q2 | $981K | Sell |
15,579
-23
| -0.1% | -$1.45K | 0.84% | 49 |
|
|
2022
Q1 | $967K | Sell |
15,602
-3,220
| -17% | -$200K | 0.72% | 50 |
|
|
2021
Q4 | $1.11M | Sell |
18,822
-45
| -0.2% | -$2.66K | 0.77% | 49 |
|
|
2021
Q3 | $990K | Sell |
18,867
-4,779
| -20% | -$251K | 0.76% | 50 |
|
|
2021
Q2 | $1.28M | Buy |
23,646
+5,614
| +31% | +$304K | 1.01% | 43 |
|
|
2021
Q1 | $951K | Sell |
18,032
-290
| -2% | -$15.3K | 0.77% | 50 |
|
|
2020
Q4 | $1.01M | Sell |
18,322
-780
| -4% | -$42.8K | 0.86% | 46 |
|
|
2020
Q3 | $943K | Sell |
19,102
-8,518
| -31% | -$421K | 0.88% | 45 |
|
|
2020
Q2 | $1.23M | Sell |
27,620
-430
| -2% | -$19.2K | 1.33% | 31 |
|
|
2020
Q1 | $1.24M | Buy |
28,050
+2,702
| +11% | +$120K | 1.61% | 21 |
|
|
2019
Q4 | $1.4M | Buy |
25,348
+3,113
| +14% | +$172K | 1.38% | 26 |
|
|
2019
Q3 | $1.21M | Buy |
22,235
+35
| +0.2% | +$1.91K | 1.39% | 24 |
|
|
2019
Q2 | $1.13M | Sell |
22,200
-3,770
| -15% | -$192K | 1.33% | 26 |
|
|
2019
Q1 | $1.22M | Sell |
25,970
-9,910
| -28% | -$464K | 1.41% | 25 |
|
|
2018
Q4 | $1.7M | Sell |
35,880
-60
| -0.2% | -$2.84K | 1.76% | 19 |
|
|
2018
Q3 | $1.66M | Sell |
35,940
-210
| -0.6% | -$9.7K | 1.47% | 26 |
|
|
2018
Q2 | $1.59M | Sell |
36,150
-199
| -0.5% | -$8.73K | 1.49% | 24 |
|
|
2018
Q1 | $1.58M | Buy |
36,349
+2,414
| +7% | +$105K | 1.48% | 27 |
|
|
2017
Q4 | $1.56M | Sell |
33,935
-235
| -0.7% | -$10.8K | 1.41% | 27 |
|
|
2017
Q3 | $1.54M | Buy |
34,170
+217
| +0.6% | +$9.77K | 1.51% | 23 |
|
|
2017
Q2 | $1.52M | Buy |
33,953
+269
| +0.8% | +$12.1K | 1.49% | 22 |
|
|
2017
Q1 | $1.43M | Sell |
33,684
-1,197
| -3% | -$50.8K | 1.41% | 24 |
|
|
2016
Q4 | $1.45M | Buy |
34,881
+1,159
| +3% | +$48K | 1.5% | 22 |
|
|
2016
Q3 | $1.43M | Sell |
33,722
-44
| -0.1% | -$1.86K | 1.59% | 20 |
|
|
2016
Q2 | $1.53M | Sell |
33,766
-160
| -0.5% | -$7.25K | 1.73% | 18 |
|
|
2016
Q1 | $1.57M | Sell |
33,926
-2,270
| -6% | -$105K | 1.84% | 17 |
|
|
2015
Q4 | $1.56M | Buy |
36,196
+1,113
| +3% | +$47.8K | 1.54% | 21 |
|
|
2015
Q3 | $1.41M | Buy |
35,083
+587
| +2% | +$23.5K | 1.65% | 19 |
|
|
2015
Q2 | $1.35M | Sell |
34,496
-321
| -0.9% | -$12.6K | 1.48% | 30 |
|
|
2015
Q1 | $1.41M | Buy |
34,817
+305
| +0.9% | +$12.4K | 1.52% | 24 |
|
|
2014
Q4 | $1.46M | Sell |
34,512
-759
| -2% | -$32K | 1.63% | 20 |
|
|
2014
Q3 | $1.51M | Buy |
35,271
+278
| +0.8% | +$11.9K | 1.68% | 21 |
|
|
2014
Q2 | $1.48M | Buy |
34,993
+780
| +2% | +$33.1K | 1.68% | 21 |
|
|
2014
Q1 | $1.32M | Buy |
34,213
+1,354
| +4% | +$52.3K | 1.55% | 28 |
|
|
2013
Q4 | $1.36M | Buy |
32,859
+3,755
| +13% | +$155K | 1.65% | 19 |
|
|
2013
Q3 | $1.1M | Buy |
29,104
+1,816
| +7% | +$68.8K | 1.6% | 25 |
|
|
2013
Q2 | $1.1M | Buy |
+27,288
| New | +$1.1M | 1.71% | 21 |
|