Arkadios Wealth Advisors’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
Q1 | – | Sell |
-3,700
| Closed | -$466K | – | 1115 |
|
|
2024
Q4 | $466K | Buy |
+3,700
| New | +$466K | 0.03% | 572 |
|
|
2021
Q4 | – | Sell |
-510
| Closed | -$20K | – | 786 |
|
|
2021
Q3 | $20K | Hold |
510
| – | – | ﹤0.01% | 1209 |
|
|
2021
Q2 | $20K | Hold |
510
| – | – | ﹤0.01% | 1280 |
|
|
2021
Q1 | $14K | Buy |
510
+360
| +240% | +$9.88K | ﹤0.01% | 1077 |
|
|
2020
Q4 | $3K | Hold |
150
| – | – | ﹤0.01% | 1192 |
|
|
2020
Q3 | $3.81K | Hold |
150
| – | – | ﹤0.01% | 883 |
|
|
2020
Q2 | $3.42K | Hold |
150
| – | – | ﹤0.01% | 825 |
|
|
2020
Q1 | $3.13K | Hold |
150
| – | – | ﹤0.01% | 861 |
|
|
2019
Q4 | $4.31K | Buy |
+150
| New | +$4.31K | ﹤0.01% | 719 |
|