Capstone Financial Advisors’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Sell |
16,606
-313
| -2% | -$22.1K | 0.07% | 57 |
|
|
2025
Q1 | $1.21M | Sell |
16,919
-297
| -2% | -$21.3K | 0.08% | 57 |
|
|
2024
Q4 | $1.07M | Buy |
17,216
+194
| +1% | +$12.1K | 0.07% | 60 |
|
|
2024
Q3 | $1.22M | Buy |
17,022
+54
| +0.3% | +$3.88K | 0.08% | 52 |
|
|
2024
Q2 | $1.08M | Buy |
16,968
+20
| +0.1% | +$1.27K | 0.07% | 53 |
|
|
2024
Q1 | $1.04M | Buy |
16,948
+38
| +0.2% | +$2.33K | 0.07% | 54 |
|
|
2023
Q4 | $997K | Sell |
16,910
-211
| -1% | -$12.4K | 0.07% | 54 |
|
|
2023
Q3 | $958K | Buy |
17,121
+115
| +0.7% | +$6.44K | 0.08% | 53 |
|
|
2023
Q2 | $1.02M | Sell |
17,006
-444
| -3% | -$26.7K | 0.08% | 51 |
|
|
2023
Q1 | $1.08M | Buy |
17,450
+31
| +0.2% | +$1.92K | 0.09% | 47 |
|
|
2022
Q4 | $1.11M | Buy |
17,419
+21
| +0.1% | +$1.34K | 0.09% | 45 |
|
|
2022
Q3 | $975K | Buy |
17,398
+416
| +2% | +$23.3K | 0.09% | 47 |
|
|
2022
Q2 | $1.07M | Buy |
16,982
+15
| +0.1% | +$943 | 0.09% | 50 |
|
|
2022
Q1 | $1.05M | Buy |
16,967
+250
| +1% | +$15.5K | 0.08% | 52 |
|
|
2021
Q4 | $990K | Buy |
16,717
+1
| +0% | +$59 | 0.07% | 49 |
|
|
2021
Q3 | $877K | Buy |
16,716
+1
| +0% | +$52 | 0.07% | 45 |
|
|
2021
Q2 | $904K | Buy |
16,715
+1,578
| +10% | +$85.3K | 0.07% | 43 |
|
|
2021
Q1 | $798K | Sell |
15,137
-540
| -3% | -$28.5K | 0.07% | 38 |
|
|
2020
Q4 | $860K | Buy |
15,677
+1,001
| +7% | +$54.9K | 0.08% | 38 |
|
|
2020
Q3 | $725K | Buy |
14,676
+50
| +0.3% | +$2.47K | 0.08% | 38 |
|
|
2020
Q2 | $653K | Buy |
14,626
+1
| +0% | +$45 | 0.07% | 37 |
|
|
2020
Q1 | $647K | Buy |
+14,625
| New | +$647K | 0.08% | 33 |
|