Buckingham Strategic Wealth’s Coca-Cola Consolidated COKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $484K | Buy |
4,460
+80
| +2% | +$8.68K | 0.01% | 474 |
|
|
2024
Q1 | $371K | Hold |
4,380
| – | – | ﹤0.01% | 536 |
|
|
2023
Q4 | $407K | Buy |
4,380
+30
| +0.7% | +$2.79K | ﹤0.01% | 491 |
|
|
2023
Q3 | $277K | Buy |
4,350
+10
| +0.2% | +$636 | ﹤0.01% | 545 |
|
|
2023
Q2 | $276K | Hold |
4,340
| – | – | ﹤0.01% | 550 |
|
|
2023
Q1 | $222K | Hold |
4,340
| – | – | ﹤0.01% | 545 |
|
|
2022
Q4 | $222K | Buy |
+4,340
| New | +$222K | ﹤0.01% | 547 |
|
|
2022
Q3 | – | Sell |
-4,490
| Closed | -$253K | – | 617 |
|
|
2022
Q2 | $253K | Buy |
4,490
+150
| +3% | +$8.45K | 0.01% | 500 |
|
|
2022
Q1 | $216K | Hold |
4,340
| – | – | ﹤0.01% | 549 |
|
|
2021
Q4 | $269K | Buy |
+4,340
| New | +$269K | 0.01% | 499 |
|