Chancellor Financial Group WB’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
$1.08M Buy
15,222
+2,723
+22% +$193K 0.83% 26
2025
Q1
$895K Sell
12,499
-67
-0.5% -$4.8K 0.74% 29
2024
Q4
$782K Buy
+12,566
New +$782K 0.63% 34