Atria Wealth Solutions’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
Q2 | – | Sell |
-10,650
| Closed | -$1.44M | – | 1528 |
|
2025
Q1 | $1.44M | Sell |
10,650
-40
| -0.4% | -$5.4K | 0.02% | 739 |
|
2024
Q4 | $1.35M | Sell |
10,690
-6,490
| -38% | -$818K | 0.01% | 802 |
|
2024
Q3 | $2.26M | Buy |
17,180
+2,290
| +15% | +$302K | 0.02% | 586 |
|
2024
Q2 | $1.62M | Buy |
14,890
+260
| +2% | +$28.2K | 0.02% | 701 |
|
2024
Q1 | $1.24M | Sell |
14,630
-490
| -3% | -$41.5K | 0.01% | 815 |
|
2023
Q4 | $1.4M | Buy |
15,120
+310
| +2% | +$28.8K | 0.02% | 732 |
|
2023
Q3 | $943K | Buy |
14,810
+1,110
| +8% | +$70.6K | 0.01% | 837 |
|
2023
Q2 | $871K | Buy |
13,700
+700
| +5% | +$44.5K | 0.01% | 896 |
|
2023
Q1 | $695K | Buy |
13,000
+1,130
| +10% | +$60.5K | 0.01% | 965 |
|
2022
Q4 | $608K | Buy |
11,870
+5,600
| +89% | +$287K | 0.01% | 983 |
|
2022
Q3 | $258K | Hold |
6,270
| – | – | ﹤0.01% | 1386 |
|
2022
Q2 | $354K | Sell |
6,270
-300
| -5% | -$16.9K | 0.01% | 1108 |
|
2022
Q1 | $326K | Buy |
+6,570
| New | +$326K | 0.01% | 1274 |
|