Allegheny Financial Group’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 | $887K | Sell |
12,543
-591
| -4% | -$41.8K | 0.2% | 101 |
|
|
2025
Q1 | $941K | Sell |
13,134
-643
| -5% | -$46.1K | 0.24% | 80 |
|
|
2024
Q4 | $858K | Buy |
13,777
+294
| +2% | +$18.3K | 0.22% | 81 |
|
|
2024
Q3 | $969K | Sell |
13,483
-809
| -6% | -$58.1K | 0.24% | 79 |
|
|
2024
Q2 | $910K | Buy |
14,292
+421
| +3% | +$26.8K | 0.26% | 74 |
|
|
2024
Q1 | $849K | Sell |
13,871
-1,013
| -7% | -$62K | 0.26% | 72 |
|
|
2023
Q4 | $877K | Buy |
14,884
+706
| +5% | +$41.6K | 0.28% | 68 |
|
|
2023
Q3 | $794K | Buy |
14,178
+2,083
| +17% | +$117K | 0.3% | 64 |
|
|
2023
Q2 | $728K | Sell |
12,095
-584
| -5% | -$35.2K | 0.34% | 55 |
|
|
2023
Q1 | $786K | Hold |
12,679
| – | – | 0.32% | 65 |
|
|
2022
Q4 | $806K | Buy |
12,679
+50
| +0.4% | +$3.18K | 0.34% | 60 |
|
|
2022
Q3 | $707K | Buy |
12,629
+269
| +2% | +$15.1K | 0.33% | 62 |
|
|
2022
Q2 | $778K | Sell |
12,360
-280
| -2% | -$17.6K | 0.36% | 58 |
|
|
2022
Q1 | $784K | Sell |
12,640
-34
| -0.3% | -$2.11K | 0.33% | 60 |
|
|
2021
Q4 | $750K | Buy |
12,674
+214
| +2% | +$12.7K | 0.3% | 64 |
|
|
2021
Q3 | $654K | Sell |
12,460
-241
| -2% | -$12.7K | 0.3% | 62 |
|
|
2021
Q2 | $687K | Buy |
12,701
+74
| +0.6% | +$4K | 0.31% | 59 |
|
|
2021
Q1 | $666K | Sell |
12,627
-685
| -5% | -$36.1K | 0.49% | 40 |
|
|
2020
Q4 | $730K | Buy |
+13,312
| New | +$730K | 0.39% | 48 |
|