ACA
Affinity Capital Advisors’s Coca-Cola KO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $326K | Sell |
4,603
-3,624
| -44% | -$256K | 0.06% | 120 |
|
2025
Q1 | $588K | Sell |
8,227
-182
| -2% | -$13K | 0.12% | 83 |
|
2024
Q4 | $512K | Hold |
8,409
| – | – | 0.1% | 91 |
|
2024
Q3 | $604K | Sell |
8,409
-5
| -0.1% | -$359 | 0.12% | 91 |
|
2024
Q2 | $536K | Sell |
8,414
-21
| -0.2% | -$1.34K | 0.11% | 90 |
|
2024
Q1 | $516K | Buy |
8,435
+75
| +0.9% | +$4.59K | 0.12% | 89 |
|
2023
Q4 | $493K | Sell |
8,360
-200
| -2% | -$11.8K | 0.12% | 88 |
|
2023
Q3 | $479K | Sell |
8,560
-2
| -0% | -$112 | 0.13% | 84 |
|
2023
Q2 | $516K | Sell |
8,562
-552
| -6% | -$33.2K | 0.14% | 75 |
|
2023
Q1 | $565K | Sell |
9,114
-458
| -5% | -$28.4K | 0.18% | 69 |
|
2022
Q4 | $609K | Buy |
9,572
+5
| +0.1% | +$318 | 0.21% | 57 |
|
2022
Q3 | $536K | Buy |
9,567
+1,838
| +24% | +$103K | 0.19% | 62 |
|
2022
Q2 | $486K | Hold |
7,729
| – | – | 0.17% | 67 |
|
2022
Q1 | $479K | Sell |
7,729
-738
| -9% | -$45.7K | 0.15% | 67 |
|
2021
Q4 | $501K | Buy |
8,467
+314
| +4% | +$18.6K | 0.15% | 70 |
|
2021
Q3 | $428K | Sell |
8,153
-548
| -6% | -$28.8K | 0.14% | 75 |
|
2021
Q2 | $471K | Buy |
8,701
+100
| +1% | +$5.41K | 0.16% | 74 |
|
2021
Q1 | $453K | Buy |
8,601
+179
| +2% | +$9.43K | 0.17% | 73 |
|
2020
Q4 | $462K | Buy |
8,422
+100
| +1% | +$5.49K | 0.19% | 66 |
|
2020
Q3 | $411K | Buy |
8,322
+450
| +6% | +$22.2K | 0.23% | 62 |
|
2020
Q2 | $352K | Sell |
7,872
-231
| -3% | -$10.3K | 0.23% | 66 |
|
2020
Q1 | $389K | Sell |
8,103
-25
| -0.3% | -$1.2K | 0.28% | 59 |
|
2019
Q4 | $450K | Buy |
+8,128
| New | +$450K | 0.3% | 53 |
|