Capstone Triton Financial Group’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 | $2.89M | Buy |
+40,849
| New | +$2.89M | 2.1% | 10 |
|
|
2024
Q4 | $2.53M | Buy |
40,573
+326
| +0.8% | +$20.3K | 1.58% | 14 |
|
|
2024
Q3 | $2.89M | Sell |
40,247
-362
| -0.9% | -$26K | 1.85% | 14 |
|
|
2024
Q2 | $2.58M | Buy |
40,609
+1,271
| +3% | +$80.9K | 1.81% | 15 |
|
|
2024
Q1 | $2.41M | Buy |
39,338
+1,281
| +3% | +$78.4K | 1.71% | 17 |
|
|
2023
Q4 | $2.24M | Sell |
38,057
-5,763
| -13% | -$340K | 1.64% | 20 |
|
|
2023
Q3 | $2.45M | Buy |
43,820
+2,352
| +6% | +$132K | 1.79% | 18 |
|
|
2023
Q2 | $2.5M | Buy |
41,468
+813
| +2% | +$49K | 1.72% | 16 |
|
|
2023
Q1 | $2.52M | Buy |
40,655
+963
| +2% | +$59.7K | 1.9% | 13 |
|
|
2022
Q4 | $2.52M | Buy |
39,692
+1,380
| +4% | +$87.8K | 2.03% | 12 |
|
|
2022
Q3 | $2.15M | Buy |
38,312
+1,123
| +3% | +$62.9K | 1.84% | 13 |
|
|
2022
Q2 | $2.28M | Buy |
37,189
+736
| +2% | +$45.2K | 1.72% | 15 |
|
|
2022
Q1 | $2.39M | Buy |
+36,453
| New | +$2.39M | 1.67% | 16 |
|
|
2021
Q4 | – | Sell |
-33,377
| Closed | -$1.81M | – | 107 |
|
|
2021
Q3 | $1.81M | Buy |
33,377
+3
| +0% | +$163 | 1.09% | 27 |
|
|
2021
Q2 | $1.81M | Buy |
33,374
+1,498
| +5% | +$81.1K | 1.11% | 26 |
|
|
2021
Q1 | $1.68M | Buy |
31,876
+409
| +1% | +$21.6K | 1.11% | 27 |
|
|
2020
Q4 | $1.73M | Buy |
+31,467
| New | +$1.73M | 1.06% | 24 |
|