Allegis Investment Advisors’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q1 | $1.56M | Sell |
35,876
-6,748
| -16% | -$293K | 0.48% | 47 |
|
2017
Q4 | $1.96M | Sell |
42,624
-22,651
| -35% | -$1.04M | 0.58% | 45 |
|
2017
Q3 | $2.94M | Buy |
65,275
+6,362
| +11% | +$286K | 0.7% | 36 |
|
2017
Q2 | $2.64M | Buy |
58,913
+6,664
| +13% | +$299K | 0.67% | 39 |
|
2017
Q1 | $2.22M | Buy |
52,249
+6,870
| +15% | +$292K | 0.58% | 41 |
|
2016
Q4 | $1.88M | Buy |
45,379
+9,226
| +26% | +$382K | 0.59% | 46 |
|
2016
Q3 | $1.53M | Buy |
36,153
+5,773
| +19% | +$244K | 0.59% | 56 |
|
2016
Q2 | $1.35M | Buy |
30,380
+6,996
| +30% | +$311K | 0.68% | 48 |
|
2016
Q1 | $1.09M | Buy |
23,384
+4,378
| +23% | +$203K | 0.62% | 56 |
|
2015
Q4 | $816K | Buy |
+19,006
| New | +$816K | 0.46% | 62 |
|