Alpha Financial Partners’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $200K | Sell |
2,832
-202
| -7% | -$14.3K | 0.14% | 89 |
|
|
2025
Q1 | $217K | Sell |
3,034
-423
| -12% | -$30.3K | 0.17% | 77 |
|
|
2024
Q4 | $215K | Buy |
+3,457
| New | +$215K | 0.17% | 74 |
|
|
2024
Q2 | – | Sell |
-3,434
| Closed | -$210K | – | 79 |
|
|
2024
Q1 | $210K | Buy |
3,434
+25
| +0.7% | +$1.53K | 0.19% | 69 |
|
|
2023
Q4 | $201K | Buy |
+3,409
| New | +$201K | 0.2% | 81 |
|
|
2023
Q3 | – | Sell |
-4,913
| Closed | -$296K | – | 86 |
|
|
2023
Q2 | $296K | Buy |
4,913
+162
| +3% | +$9.76K | 0.32% | 66 |
|
|
2023
Q1 | $295K | Buy |
4,751
+266
| +6% | +$16.5K | 0.33% | 61 |
|
|
2022
Q4 | $285K | Buy |
+4,485
| New | +$285K | 0.35% | 60 |
|