AIA
Arbor Investment Advisors’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $445K | Buy |
6,286
+91
| +1% | +$6.44K | 0.06% | 62 |
|
|
2025
Q1 | $444K | Buy |
6,195
+1,113
| +22% | +$79.7K | 0.06% | 60 |
|
|
2024
Q4 | $316K | Sell |
5,082
-1,700
| -25% | -$106K | 0.04% | 76 |
|
|
2024
Q3 | $487K | Buy |
6,782
+1,593
| +31% | +$114K | 0.06% | 68 |
|
|
2024
Q2 | $330K | Sell |
5,189
-111
| -2% | -$7.07K | 0.05% | 71 |
|
|
2024
Q1 | $324K | Sell |
5,300
-801
| -13% | -$49K | 0.05% | 77 |
|
|
2023
Q4 | $360K | Buy |
6,101
+602
| +11% | +$35.5K | 0.06% | 65 |
|
|
2023
Q3 | $308K | Buy |
5,499
+1
| +0% | +$56 | 0.05% | 71 |
|
|
2023
Q2 | $331K | Sell |
5,498
-7,132
| -56% | -$430K | 0.06% | 73 |
|
|
2023
Q1 | $783K | Hold |
12,630
| – | – | 0.14% | 43 |
|
|
2022
Q4 | $803K | Buy |
12,630
+2,637
| +26% | +$168K | 0.16% | 43 |
|
|
2022
Q3 | $560K | Sell |
9,993
-2,586
| -21% | -$145K | 0.14% | 38 |
|
|
2022
Q2 | $791K | Sell |
12,579
-656
| -5% | -$41.3K | 0.17% | 40 |
|
|
2022
Q1 | $821K | Buy |
13,235
+884
| +7% | +$54.8K | 0.16% | 41 |
|
|
2021
Q4 | $731K | Hold |
12,351
| – | – | 0.14% | 44 |
|
|
2021
Q3 | $648K | Buy |
12,351
+1
| +0% | +$52 | 0.13% | 46 |
|
|
2021
Q2 | $668K | Sell |
12,350
-149
| -1% | -$8.06K | 0.14% | 49 |
|
|
2021
Q1 | $659K | Sell |
12,499
-714
| -5% | -$37.6K | 0.15% | 45 |
|
|
2020
Q4 | $725K | Sell |
13,213
-195
| -1% | -$10.7K | 0.17% | 39 |
|
|
2020
Q3 | $662K | Buy |
13,408
+1,973
| +17% | +$97.4K | 0.17% | 39 |
|
|
2020
Q2 | $511K | Sell |
11,435
-2,319
| -17% | -$104K | 0.14% | 44 |
|
|
2020
Q1 | $609K | Hold |
13,754
| – | – | 0.2% | 37 |
|
|
2019
Q4 | $761K | Sell |
13,754
-101
| -0.7% | -$5.59K | 0.21% | 34 |
|
|
2019
Q3 | $754K | Sell |
13,855
-1,502
| -10% | -$81.7K | 0.23% | 33 |
|
|
2019
Q2 | $782K | Sell |
15,357
-317
| -2% | -$16.1K | 0.24% | 27 |
|
|
2019
Q1 | $734K | Sell |
15,674
-163
| -1% | -$7.63K | 0.23% | 27 |
|
|
2018
Q4 | $750K | Sell |
15,837
-21
| -0.1% | -$995 | 0.27% | 26 |
|
|
2018
Q3 | $732K | Sell |
15,858
-9,035
| -36% | -$417K | 0.27% | 25 |
|
|
2018
Q2 | $1.09M | Buy |
24,893
+31
| +0.1% | +$1.36K | 0.43% | 20 |
|
|
2018
Q1 | $1.08M | Buy |
24,862
+155
| +0.6% | +$6.73K | 0.45% | 18 |
|
|
2017
Q4 | $1.13M | Buy |
24,707
+316
| +1% | +$14.5K | 0.5% | 18 |
|
|
2017
Q3 | $1.1M | Sell |
24,391
-157
| -0.6% | -$7.07K | 0.51% | 16 |
|
|
2017
Q2 | $1.1M | Buy |
24,548
+145
| +0.6% | +$6.5K | 0.54% | 17 |
|
|
2017
Q1 | $1.04M | Hold |
24,403
| – | – | 0.53% | 18 |
|
|
2016
Q4 | $1.01M | Buy |
24,403
+56
| +0.2% | +$2.32K | 0.54% | 18 |
|
|
2016
Q3 | $1.03M | Sell |
24,347
-54
| -0.2% | -$2.28K | 0.56% | 17 |
|
|
2016
Q2 | $1.11M | Buy |
24,401
+7,772
| +47% | +$352K | 0.63% | 17 |
|
|
2016
Q1 | $771K | Sell |
16,629
-300
| -2% | -$13.9K | 0.46% | 18 |
|
|
2015
Q4 | $727K | Sell |
16,929
-520
| -3% | -$22.3K | 0.43% | 17 |
|
|
2015
Q3 | $700K | Sell |
17,449
-174
| -1% | -$6.98K | 0.44% | 17 |
|
|
2015
Q2 | $691K | Buy |
17,623
+1,268
| +8% | +$49.7K | 0.39% | 20 |
|
|
2015
Q1 | $663K | Sell |
16,355
-434
| -3% | -$17.6K | 0.37% | 22 |
|
|
2014
Q4 | $709K | Sell |
16,789
-1,111
| -6% | -$46.9K | 0.4% | 21 |
|
|
2014
Q3 | $764K | Sell |
17,900
-458
| -2% | -$19.5K | 0.43% | 20 |
|
|
2014
Q2 | $778K | Sell |
18,358
-248
| -1% | -$10.5K | 0.41% | 23 |
|
|
2014
Q1 | $719K | Buy |
18,606
+520
| +3% | +$20.1K | 0.41% | 23 |
|
|
2013
Q4 | $747K | Buy |
18,086
+1,088
| +6% | +$44.9K | 0.45% | 23 |
|
|
2013
Q3 | $644K | Buy |
16,998
+19
| +0.1% | +$720 | 0.42% | 23 |
|
|
2013
Q2 | $681K | Buy |
+16,979
| New | +$681K | 0.48% | 20 |
|