Allworth Financial’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42.1M | Buy |
|
|||||
|
2025
Q1 | $38.5M | Buy |
|
|||||
|
2024
Q4 | $32.5M | Buy |
|
|||||
|
2024
Q3 | $32.9M | Sell |
|
|||||
|
2024
Q2 | $30.8M | Buy |
|
|||||
|
2024
Q1 | $4.21M | Buy |
|
|||||
|
2023
Q4 | $3.68M | Buy |
|
|||||
|
2023
Q3 | $3.16M | Buy |
|
|||||
|
2023
Q2 | $3.2M | Sell |
|
|||||
|
2023
Q1 | $3.51M | Buy |
|
|||||
|
2022
Q4 | $3.47M | Buy |
|
|||||
|
2022
Q3 | $3.01M | Buy |
|
|||||
|
2022
Q2 | $2.62M | Sell |
|
|||||
|
2022
Q1 | $2.63M | Buy |
|
|||||
|
2021
Q4 | $2.2M | Buy |
|
|||||
|
2021
Q3 | $1.86M | Buy |
|
|||||
|
2021
Q2 | $728K | Sell |
|
|||||
|
2021
Q1 | $1.02M | Buy |
|
|||||
|
2020
Q4 | $774K | Buy |
|
|||||
|
2020
Q3 | $646K | Sell |
|
|||||
|
2020
Q2 | $607K | Buy |
|
|||||
|
2020
Q1 | $586K | Buy |
|
|||||
|
2019
Q4 | $702K | Buy |
|
|||||
|
2019
Q3 | $638K | Buy |
|
|||||
|
2019
Q2 | $576K | Buy |
|
|||||
|
2019
Q1 | $529K | Sell |
|
|||||
|
2018
Q4 | $791K | Buy |
|
|||||
|
2018
Q3 | $729K | Buy |
|
|||||
|
2018
Q2 | $688K | Sell |
|
|||||
|
2018
Q1 | $689K | Sell |
|
|||||
|
2017
Q4 | $750K | Buy |
|
|||||
|
2017
Q3 | $689K | Buy |
|
|||||
|
2017
Q2 | $686K | Sell |
|
|||||
|
2017
Q1 | $653K | Sell |
|
|||||
|
2016
Q4 | $666K | Buy |
|
|||||
|
2016
Q3 | $676K | Sell |
|
|||||
|
2016
Q2 | $730K | Buy |
|
|||||
|
2016
Q1 | $747K | Buy |
|
|||||
|
2015
Q4 | $554K | Buy |
|
|||||
|
2015
Q3 | $495K | Buy |
|
|||||
|
2015
Q2 | $482K | Buy |
|
|||||
|
2015
Q1 | $421K | Hold |
|
|||||
|
2014
Q4 | $438K | Buy |
|
|||||
|
2014
Q3 | $433K | Buy |
|
|||||
|
2014
Q2 | $419K | Sell |
|
|||||
|
2014
Q1 | $415K | Sell |
|
|||||
|
2013
Q4 | $787K | Sell |
|
|||||
|
2013
Q3 | $783K | Sell |
|
|||||
|
2013
Q2 | $831K | Buy |
|