Cooper 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 | $1.45M | Sell |
20,451
-330
| -2% | -$23.3K | 0.17% | 103 |
|
|
2025
Q1 | $1.49M | Buy |
20,781
+3,711
| +22% | +$266K | 0.2% | 103 |
|
|
2024
Q4 | $1.06M | Buy |
17,070
+1,472
| +9% | +$91.6K | 0.13% | 132 |
|
|
2024
Q3 | $1.12M | Buy |
15,598
+1,263
| +9% | +$90.8K | 0.15% | 126 |
|
|
2024
Q2 | $912K | Buy |
14,335
+2,864
| +25% | +$182K | 0.13% | 135 |
|
|
2024
Q1 | $702K | Buy |
11,471
+5
| +0% | +$306 | 0.12% | 165 |
|
|
2023
Q4 | $676K | Sell |
11,466
-1,240
| -10% | -$73.1K | 0.12% | 160 |
|
|
2023
Q3 | $711K | Buy |
12,706
+2,773
| +28% | +$155K | 0.17% | 133 |
|
|
2023
Q2 | $598K | Buy |
9,933
+873
| +10% | +$52.6K | 0.15% | 160 |
|
|
2023
Q1 | $562K | Buy |
9,060
+184
| +2% | +$11.4K | 0.15% | 154 |
|
|
2022
Q4 | $565K | Buy |
8,876
+537
| +6% | +$34.2K | 0.17% | 133 |
|
|
2022
Q3 | $467K | Buy |
8,339
+405
| +5% | +$22.7K | 0.17% | 130 |
|
|
2022
Q2 | $499K | Buy |
7,934
+697
| +10% | +$43.8K | 0.18% | 126 |
|
|
2022
Q1 | $449K | Buy |
7,237
+13
| +0.2% | +$807 | 0.17% | 121 |
|
|
2021
Q4 | $428K | Sell |
7,224
-1,215
| -14% | -$72K | 0.16% | 137 |
|
|
2021
Q3 | $443K | Buy |
8,439
+42
| +0.5% | +$2.21K | 0.09% | 139 |
|
|
2021
Q2 | $454K | Sell |
8,397
-270
| -3% | -$14.6K | 0.09% | 131 |
|
|
2021
Q1 | $457K | Sell |
8,667
-5,452
| -39% | -$287K | 0.1% | 129 |
|
|
2020
Q4 | $774K | Buy |
14,119
+6,459
| +84% | +$354K | 0.16% | 109 |
|
|
2020
Q3 | $378K | Buy |
+7,660
| New | +$378K | 0.11% | 131 |
|
|
2019
Q3 | – | Sell |
-4,284
| Closed | -$218K | – | 145 |
|
|
2019
Q2 | $218K | Buy |
+4,284
| New | +$218K | 0.11% | 119 |
|