Allworth Financial’s Coca-Cola Femsa KOF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.74K | Hold |
49
| – | – | ﹤0.01% | 3281 |
|
|
2025
Q1 | $4.82K | Hold |
49
| – | – | ﹤0.01% | 2773 |
|
|
2024
Q4 | $3.69K | Sell |
49
-22
| -31% | -$1.66K | ﹤0.01% | 2887 |
|
|
2024
Q3 | $6.3K | Buy |
71
+22
| +45% | +$1.95K | ﹤0.01% | 2463 |
|
|
2024
Q2 | $4.33K | Sell |
49
-28
| -36% | -$2.47K | ﹤0.01% | 2584 |
|
|
2024
Q1 | $7.49K | Hold |
77
| – | – | ﹤0.01% | 2231 |
|
|
2023
Q4 | $7.29K | Buy |
77
+13
| +20% | +$1.23K | ﹤0.01% | 2109 |
|
|
2023
Q3 | $5.02K | Buy |
64
+19
| +42% | +$1.49K | ﹤0.01% | 2102 |
|
|
2023
Q2 | $3.75K | Buy |
45
+9
| +25% | +$750 | ﹤0.01% | 2228 |
|
|
2023
Q1 | $2.9K | Hold |
36
| – | – | ﹤0.01% | 2253 |
|
|
2022
Q4 | $2.44K | Hold |
36
| – | – | ﹤0.01% | 2169 |
|
|
2022
Q3 | $2K | Buy |
36
+10
| +38% | +$556 | ﹤0.01% | 2165 |
|
|
2022
Q2 | $1K | Buy |
+26
| New | +$1K | ﹤0.01% | 2183 |
|