Copley 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	$598K	Sell	8,447 -1,077	-11%	-$76.2K	0.44%	39
2025 Q1	$682K	Sell	9,524 -141	-1%	-$10.1K	0.52%	33
2024 Q4	$602K	Buy	9,665 +357	+4%	+$22.2K	0.46%	43
2024 Q3	$669K	Buy	+9,308	New	+$669K	0.61%	30