CreativeOne Wealth’s Coca-Cola Consolidated COKE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-7,550	Closed	-$994K	–	1071
2024 Q3	$994K	Buy	7,550 +2,190	+41%	+$288K	0.03%	436
2024 Q2	$582K	Buy	+5,360	New	+$582K	0.03%	441