CFIA
Cantor Fitzgerald Investment Advisors’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $216K | Buy |
3,058
+35
| +1% | +$2.48K | 0.02% | 178 |
|
|
2025
Q1 | $217K | Buy |
+3,023
| New | +$217K | 0.02% | 177 |
|
|
2024
Q4 | – | Sell |
-3,334
| Closed | -$240K | – | 186 |
|
|
2024
Q3 | $240K | Sell |
3,334
-700
| -17% | -$50.3K | 0.02% | 178 |
|
|
2024
Q2 | $257K | Sell |
4,034
-1,172
| -23% | -$74.6K | 0.02% | 142 |
|
|
2024
Q1 | $319K | Sell |
5,206
-1,600
| -24% | -$97.9K | 0.02% | 137 |
|
|
2023
Q4 | $401K | Buy |
+6,806
| New | +$401K | 0.03% | 131 |
|
|
2022
Q1 | $1.69M | Buy |
27,234
+11,825
| +77% | +$733K | 0.08% | 156 |
|
|
2021
Q4 | $912K | Sell |
15,409
-367
| -2% | -$21.7K | 0.06% | 211 |
|
|
2021
Q3 | $828K | Sell |
15,776
-8
| -0.1% | -$420 | 0.06% | 112 |
|
|
2021
Q2 | $853K | Buy |
+15,784
| New | +$853K | 0.06% | 112 |
|