Allworth Financial’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 | $303K | Buy |
2,716
+2,146
| +376% | +$240K | ﹤0.01% | 1007 |
|
|
2025
Q1 | $79.2K | Buy |
570
+210
| +58% | +$29.2K | ﹤0.01% | 1340 |
|
|
2024
Q4 | $48K | Buy |
360
+260
| +260% | +$34.7K | ﹤0.01% | 1588 |
|
|
2024
Q3 | $13.2K | Sell |
100
-10
| -9% | -$1.32K | ﹤0.01% | 2138 |
|
|
2024
Q2 | $12.2K | Buy |
110
+90
| +450% | +$9.95K | ﹤0.01% | 2142 |
|
|
2024
Q1 | $1.69K | Hold |
20
| – | – | ﹤0.01% | 2871 |
|
|
2023
Q4 | $1.86K | Buy |
+20
| New | +$1.86K | ﹤0.01% | 2706 |
|