Security National Bank’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 | $244K | Hold |
3,450
| – | – | 0.04% | 112 |
|
|
2025
Q1 | $247K | Hold |
3,450
| – | – | 0.05% | 110 |
|
|
2024
Q4 | $215K | Hold |
3,450
| – | – | 0.03% | 110 |
|
|
2024
Q3 | $248K | Hold |
3,450
| – | – | 0.03% | 107 |
|
|
2024
Q2 | $220K | Hold |
3,450
| – | – | 0.03% | 105 |
|
|
2024
Q1 | $211K | Sell |
3,450
-1,714
| -33% | -$105K | 0.03% | 103 |
|
|
2023
Q4 | $304K | Hold |
5,164
| – | – | 0.07% | 94 |
|
|
2023
Q3 | $288K | Hold |
5,164
| – | – | 0.08% | 88 |
|
|
2023
Q2 | $311K | Sell |
5,164
-358
| -6% | -$21.6K | 0.08% | 86 |
|
|
2023
Q1 | $343K | Sell |
5,522
-2,915
| -35% | -$181K | 0.09% | 77 |
|
|
2022
Q4 | $537K | Hold |
8,437
| – | – | 0.14% | 68 |
|
|
2022
Q3 | $473K | Buy |
8,437
+903
| +12% | +$50.6K | 0.13% | 67 |
|
|
2022
Q2 | $474K | Sell |
7,534
-740
| -9% | -$46.6K | 0.13% | 66 |
|
|
2022
Q1 | $513K | Sell |
8,274
-526
| -6% | -$32.6K | 0.12% | 69 |
|
|
2021
Q4 | $521K | Sell |
8,800
-14,634
| -62% | -$866K | 0.12% | 66 |
|
|
2021
Q3 | $1.23M | Buy |
23,434
+1,250
| +6% | +$65.6K | 0.31% | 51 |
|
|
2021
Q2 | $1.2M | Sell |
22,184
-1,070
| -5% | -$57.9K | 0.32% | 49 |
|
|
2021
Q1 | $1.23M | Buy |
23,254
+18,000
| +343% | +$949K | 0.36% | 50 |
|
|
2020
Q4 | $288K | Hold |
5,254
| – | – | 0.09% | 64 |
|
|
2020
Q3 | $259K | Hold |
5,254
| – | – | 0.09% | 64 |
|
|
2020
Q2 | $235K | Buy |
5,254
+174
| +3% | +$7.78K | 0.1% | 62 |
|
|
2020
Q1 | $225K | Hold |
5,080
| – | – | 0.12% | 64 |
|
|
2019
Q4 | $281K | Hold |
5,080
| – | – | 0.13% | 69 |
|
|
2019
Q3 | $277K | Hold |
5,080
| – | – | 0.13% | 67 |
|
|
2019
Q2 | $259K | Hold |
5,080
| – | – | 0.13% | 66 |
|
|
2019
Q1 | $238K | Hold |
5,080
| – | – | 0.12% | 66 |
|
|
2018
Q4 | $241K | Buy |
5,080
+100
| +2% | +$4.74K | 0.15% | 55 |
|
|
2018
Q3 | $230K | Sell |
4,980
-4,220
| -46% | -$195K | 0.13% | 61 |
|
|
2018
Q2 | $404K | Sell |
9,200
-104
| -1% | -$4.57K | 0.26% | 52 |
|
|
2018
Q1 | $404K | Hold |
9,304
| – | – | 0.27% | 53 |
|
|
2017
Q4 | $427K | Sell |
9,304
-900
| -9% | -$41.3K | 0.28% | 51 |
|
|
2017
Q3 | $459K | Sell |
10,204
-1,720
| -14% | -$77.4K | 0.31% | 49 |
|
|
2017
Q2 | $535K | Hold |
11,924
| – | – | 0.39% | 50 |
|
|
2017
Q1 | $506K | Buy |
+11,924
| New | +$506K | 0.38% | 50 |
|