CFGSD
Compass Financial Group (South Dakota)’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $260K | Sell |
3,674
-200
| -5% | -$14.2K | 0.04% | 80 |
|
|
2025
Q1 | $278K | Hold |
3,874
| – | – | 0.05% | 75 |
|
|
2024
Q4 | $241K | Hold |
3,874
| – | – | 0.05% | 82 |
|
|
2024
Q3 | $278K | Sell |
3,874
-101
| -3% | -$7.26K | 0.05% | 77 |
|
|
2024
Q2 | $253K | Sell |
3,975
-1,153
| -22% | -$73.4K | 0.05% | 76 |
|
|
2024
Q1 | $314K | Buy |
5,128
+245
| +5% | +$15K | 0.07% | 68 |
|
|
2023
Q4 | $288K | Buy |
4,883
+9
| +0.2% | +$530 | 0.08% | 72 |
|
|
2023
Q3 | $273K | Sell |
4,874
-1
| -0% | -$56 | 0.08% | 73 |
|
|
2023
Q2 | $294K | Buy |
4,875
+1,067
| +28% | +$64.3K | 0.09% | 70 |
|
|
2023
Q1 | $236K | Buy |
3,808
+134
| +4% | +$8.31K | 0.08% | 84 |
|
|
2022
Q4 | $234K | Buy |
+3,674
| New | +$234K | 0.08% | 82 |
|