Security National Bank’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $229K | Hold |
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|
2025
Q2 | $244K | Hold |
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|
2025
Q1 | $247K | Hold |
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|
2024
Q4 | $215K | Hold |
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|
2024
Q3 | $248K | Hold |
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|
2024
Q2 | $220K | Hold |
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|
2024
Q1 | $211K | Sell |
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|
2023
Q4 | $304K | Hold |
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|
2023
Q3 | $288K | Hold |
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|
2023
Q2 | $311K | Sell |
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|
2023
Q1 | $343K | Sell |
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|
2022
Q4 | $537K | Hold |
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|
2022
Q3 | $473K | Buy |
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|
2022
Q2 | $474K | Sell |
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|
2022
Q1 | $513K | Sell |
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|
2021
Q4 | $521K | Sell |
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|
2021
Q3 | $1.23M | Buy |
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|
2021
Q2 | $1.2M | Sell |
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|
2021
Q1 | $1.23M | Buy |
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|
2020
Q4 | $288K | Hold |
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|
2020
Q3 | $259K | Hold |
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|
2020
Q2 | $235K | Buy |
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|
2020
Q1 | $225K | Hold |
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|
2019
Q4 | $281K | Hold |
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|
2019
Q3 | $277K | Hold |
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|
2019
Q2 | $259K | Hold |
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|
2019
Q1 | $238K | Hold |
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|
2018
Q4 | $241K | Buy |
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|
2018
Q3 | $230K | Sell |
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|
2018
Q2 | $404K | Sell |
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|
2018
Q1 | $404K | Hold |
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|
2017
Q4 | $427K | Sell |
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|
2017
Q3 | $459K | Sell |
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|
2017
Q2 | $535K | Hold |
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|
2017
Q1 | $506K | Buy |
|