Alliance Wealth Management Group’s Coca-Cola Consolidated COKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $558K | Sell |
7,883
-70,947
| -90% | -$5.02M | 0.14% | 58 |
|
|
2025
Q1 | $565K | Hold |
78,830
| – | – | 0.15% | 56 |
|
|
2024
Q4 | $491K | Hold |
78,830
| – | – | 0.13% | 58 |
|
|
2024
Q3 | $566K | Hold |
78,830
| – | – | 0.15% | 55 |
|
|
2024
Q2 | $502K | Sell |
78,830
-350
| -0.4% | -$2.23K | 0.14% | 56 |
|
|
2024
Q1 | $484K | Hold |
79,180
| – | – | 0.14% | 55 |
|
|
2023
Q4 | $467K | Buy |
+79,180
| New | +$467K | 0.15% | 53 |
|
|
2023
Q2 | $477K | Buy |
79,180
+350
| +0.4% | +$2.11K | 0.15% | 50 |
|
|
2023
Q1 | $489K | Sell |
78,830
-3,100
| -4% | -$19.2K | 0.17% | 51 |
|
|
2022
Q4 | $521K | Hold |
81,930
| – | – | 0.19% | 49 |
|
|
2022
Q3 | $459K | Hold |
81,930
| – | – | 0.18% | 51 |
|
|
2022
Q2 | $515K | Hold |
81,930
| – | – | 0.19% | 48 |
|
|
2022
Q1 | $508K | Buy |
81,930
+3,100
| +4% | +$19.2K | 0.17% | 49 |
|
|
2021
Q4 | $467K | Sell |
78,830
-650
| -0.8% | -$3.85K | 0.14% | 50 |
|
|
2021
Q3 | $417K | Buy |
79,480
+650
| +0.8% | +$3.41K | 0.14% | 52 |
|
|
2021
Q2 | $427K | Hold |
78,830
| – | – | 0.14% | 51 |
|
|
2021
Q1 | $416K | Hold |
78,830
| – | – | 0.16% | 44 |
|
|
2020
Q4 | $432K | Hold |
78,830
| – | – | 0.17% | 45 |
|
|
2020
Q3 | $389K | Hold |
78,830
| – | – | 0.17% | 46 |
|
|
2020
Q2 | $352K | Buy |
+78,830
| New | +$352K | 0.16% | 47 |
|
|
2020
Q1 | – | Sell |
-78,830
| Closed | -$436K | – | 54 |
|
|
2019
Q4 | $436K | Hold |
78,830
| – | – | 0.19% | 43 |
|
|
2019
Q3 | $429K | Sell |
78,830
-4,800
| -6% | -$26.1K | 0.21% | 43 |
|
|
2019
Q2 | $426K | Buy |
+83,630
| New | +$426K | 0.21% | 43 |
|