Allegiance Financial Group Advisory Services’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 | – | Sell |
-2,804
| Closed | -$201K | – | 171 |
|
|
2025
Q1 | $201K | Buy |
+2,804
| New | +$201K | 0.06% | 128 |
|
|
2024
Q4 | – | Sell |
-2,804
| Closed | -$202K | – | 118 |
|
|
2024
Q3 | $202K | Buy |
+2,804
| New | +$202K | 0.07% | 75 |
|
|
2023
Q2 | – | Sell |
-3,237
| Closed | -$201K | – | 72 |
|
|
2023
Q1 | $201K | Hold |
3,237
| – | – | 0.15% | 62 |
|
|
2022
Q4 | $206K | Buy |
+3,237
| New | +$206K | 0.2% | 62 |
|