TF
Tompkins Financial’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.81M | Sell |
25,589
-3,725
| -13% | -$264K | 0.17% | 77 |
|
|
2025
Q1 | $2.1M | Hold |
29,314
| – | – | 0.2% | 70 |
|
|
2024
Q4 | $1.83M | Buy |
29,314
+454
| +2% | +$28.3K | 0.17% | 71 |
|
|
2024
Q3 | $2.07M | Sell |
28,860
-12,434
| -30% | -$894K | 0.2% | 66 |
|
|
2024
Q2 | $2.63M | Sell |
41,294
-29
| -0.1% | -$1.85K | 0.28% | 61 |
|
|
2024
Q1 | $2.53M | Buy |
41,323
+29
| +0.1% | +$1.77K | 0.29% | 62 |
|
|
2023
Q4 | $2.43M | Buy |
41,294
+2,354
| +6% | +$139K | 0.29% | 63 |
|
|
2023
Q3 | $2.18M | Sell |
38,940
-8,451
| -18% | -$473K | 0.34% | 61 |
|
|
2023
Q2 | $2.85M | Sell |
47,391
-376
| -0.8% | -$22.6K | 0.45% | 55 |
|
|
2023
Q1 | $2.96M | Hold |
47,767
| – | – | 0.48% | 53 |
|
|
2022
Q4 | $3.04M | Buy |
47,767
+40
| +0.1% | +$2.54K | 0.48% | 54 |
|
|
2022
Q3 | $2.67M | Sell |
47,727
-824
| -2% | -$46.1K | 0.45% | 55 |
|
|
2022
Q2 | $3.05M | Sell |
48,551
-500
| -1% | -$31.5K | 0.49% | 52 |
|
|
2022
Q1 | $3.04M | Buy |
49,051
+43,381
| +765% | +$2.69M | 0.43% | 55 |
|
|
2021
Q4 | $336K | Hold |
5,670
| – | – | 0.06% | 112 |
|
|
2021
Q3 | $298K | Buy |
+5,670
| New | +$298K | 0.05% | 116 |
|
|
2021
Q1 | $531K | Hold |
10,076
| – | – | 0.09% | 94 |
|
|
2020
Q4 | $553K | Sell |
10,076
-500
| -5% | -$27.4K | 0.1% | 91 |
|
|
2020
Q3 | $522K | Sell |
10,576
-24
| -0.2% | -$1.19K | 0.1% | 100 |
|
|
2020
Q2 | $474K | Sell |
10,600
-300
| -3% | -$13.4K | 0.1% | 104 |
|
|
2020
Q1 | $482K | Buy |
10,900
+400
| +4% | +$17.7K | 0.11% | 100 |
|
|
2019
Q4 | $581K | Buy |
10,500
+3,700
| +54% | +$205K | 0.11% | 108 |
|
|
2019
Q3 | $370K | Hold |
6,800
| – | – | 0.08% | 122 |
|
|
2019
Q2 | $346K | Sell |
6,800
-1,864
| -22% | -$94.8K | 0.07% | 130 |
|
|
2019
Q1 | $406K | Buy |
8,664
+1,843
| +27% | +$86.4K | 0.08% | 122 |
|
|
2018
Q4 | $323K | Buy |
6,821
+21
| +0.3% | +$994 | 0.07% | 133 |
|
|
2018
Q3 | $314K | Sell |
6,800
-1,525
| -18% | -$70.4K | 0.06% | 146 |
|
|
2018
Q2 | $365K | Buy |
8,325
+1,331
| +19% | +$58.4K | 0.08% | 136 |
|
|
2018
Q1 | $304K | Sell |
6,994
-380
| -5% | -$16.5K | 0.07% | 146 |
|
|
2017
Q4 | $338K | Sell |
7,374
-118
| -2% | -$5.41K | 0.08% | 135 |
|
|
2017
Q3 | $337K | Hold |
7,492
| – | – | 0.08% | 130 |
|
|
2017
Q2 | $336K | Hold |
7,492
| – | – | 0.08% | 123 |
|
|
2017
Q1 | $318K | Sell |
7,492
-200
| -3% | -$8.49K | 0.08% | 123 |
|
|
2016
Q4 | $319K | Hold |
7,692
| – | – | 0.08% | 124 |
|
|
2016
Q3 | $325K | Hold |
7,692
| – | – | 0.09% | 118 |
|
|
2016
Q2 | $349K | Sell |
7,692
-232
| -3% | -$10.5K | 0.1% | 120 |
|
|
2016
Q1 | $368K | Sell |
7,924
-646
| -8% | -$30K | 0.12% | 117 |
|
|
2015
Q4 | $368K | Sell |
8,570
-6,925
| -45% | -$297K | 0.12% | 130 |
|
|
2015
Q3 | $621K | Buy |
15,495
+2,350
| +18% | +$94.2K | 0.2% | 91 |
|
|
2015
Q2 | $516K | Buy |
13,145
+300
| +2% | +$11.8K | 0.14% | 107 |
|
|
2015
Q1 | $521K | Sell |
12,845
-2,535
| -16% | -$103K | 0.13% | 111 |
|
|
2014
Q4 | $649K | Buy |
15,380
+5,415
| +54% | +$229K | 0.16% | 99 |
|
|
2014
Q3 | $425K | Buy |
9,965
+286
| +3% | +$12.2K | 0.11% | 121 |
|
|
2014
Q2 | $410K | Buy |
9,679
+164
| +2% | +$6.95K | 0.1% | 126 |
|
|
2014
Q1 | $368K | Buy |
9,515
+620
| +7% | +$24K | 0.09% | 130 |
|
|
2013
Q4 | $367K | Hold |
8,895
| – | – | 0.1% | 126 |
|
|
2013
Q3 | $337K | Buy |
8,895
+350
| +4% | +$13.3K | 0.09% | 128 |
|
|
2013
Q2 | $343K | Buy |
+8,545
| New | +$343K | 0.1% | 122 |
|