Cowen Prime Advisors’s Coca-Cola KO Stock Holding History

Cowen Prime Advisors’s Portfolio KO Stock Details KO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	$60.2K	Hold	1,000	–	–	0.02%	127
2023 Q1	$64K	Hold	1,000	–	–	0.03%	125
2022 Q4	$64K	Hold	1,000	–	–	0.03%	120
2022 Q3	$56K	Hold	1,000	–	–	0.03%	105
2022 Q2	$63K	Hold	1,000	–	–	0.04%	109
2022 Q1	$62K	Hold	1,000	–	–	0.03%	116
2021 Q4	$59K	Hold	1,000	–	–	0.02%	120
2021 Q3	$52K	Hold	1,000	–	–	0.02%	118
2021 Q2	$54K	Hold	1,000	–	–	0.02%	115
2021 Q1	$53K	Hold	1,000	–	–	0.02%	116
2020 Q4	$55K	Hold	1,000	–	–	0.02%	112
2020 Q3	$49K	Hold	1,000	–	–	0.02%	121
2020 Q2	$63K	Hold	1,000	–	–	0.04%	109
2020 Q1	$44K	Hold	1,000	–	–	0.03%	115
2019 Q4	$55K	Hold	1,000	–	–	0.03%	111
2019 Q3	$54K	Hold	1,000	–	–	0.03%	110
2019 Q2	$51K	Hold	1,000	–	–	0.02%	115
2019 Q1	$47K	Hold	1,000	–	–	0.02%	118
2018 Q4	$47K	Sell	1,000 -6,500	-87%	-$306K	0.03%	123
2018 Q3	$346K	Hold	7,500	–	–	0.16%	71
2018 Q2	$329K	Hold	7,500	–	–	0.16%	67
2018 Q1	$326K	Hold	7,500	–	–	0.18%	65
2017 Q4	$344K	Hold	7,500	–	–	0.17%	68
2017 Q3	$338K	Hold	7,500	–	–	0.16%	65
2017 Q2	$336K	Hold	7,500	–	–	0.15%	65
2017 Q1	$318K	Hold	7,500	–	–	0.16%	63
2016 Q4	$311K	Sell	7,500 -22	-0.3%	-$912	0.17%	67
2016 Q3	$318K	Hold	7,522	–	–	0.14%	87
2016 Q2	$341K	Hold	7,522	–	–	0.17%	76
2016 Q1	$349K	Sell	7,522 -400	-5%	-$18.6K	0.16%	75
2015 Q4	$340K	Buy	7,922 +1	+0%	+$43	0.15%	77
2015 Q3	$318K	Buy	7,921 +342	+5%	+$13.7K	0.15%	79
2015 Q2	$297K	Sell	7,579 -3,621	-32%	-$142K	0.12%	84
2015 Q1	$454K	Hold	11,200	–	–	0.19%	74
2014 Q4	$473K	Buy	11,200 +51	+0.5%	+$2.15K	0.19%	68
2014 Q3	$476K	Sell	11,149 -74	-0.7%	-$3.16K	0.21%	60
2014 Q2	$475K	Sell	11,223 -11	-0.1%	-$466	0.19%	52
2014 Q1	$434K	Buy	11,234 +714	+7%	+$27.6K	0.16%	62
2013 Q4	$435K	Sell	10,520 -128	-1%	-$5.29K	0.17%	65
2013 Q3	$404K	Buy	10,648 +997	+10%	+$37.8K	0.16%	78
2013 Q2	$390K	Buy	+9,651	New	+$390K	0.16%	71