Delta 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
Q1 | $811K | Sell |
11,766
-16
| -0.1% | -$1.1K | 0.19% | 88 |
|
2024
Q4 | $734K | Buy |
+11,782
| New | +$734K | 0.17% | 97 |
|
2024
Q2 | – | Sell |
-11,861
| Closed | -$726K | – | 181 |
|
2024
Q1 | $726K | Sell |
11,861
-515
| -4% | -$31.5K | 0.21% | 87 |
|
2023
Q4 | $729K | Buy |
12,376
+327
| +3% | +$19.3K | 0.23% | 82 |
|
2023
Q3 | $675K | Buy |
+12,049
| New | +$675K | 0.23% | 76 |
|
2023
Q2 | – | Sell |
-9,325
| Closed | -$578K | – | 150 |
|
2023
Q1 | $578K | Sell |
9,325
-327
| -3% | -$20.3K | 0.23% | 83 |
|
2022
Q4 | $620K | Buy |
+9,652
| New | +$620K | 0.27% | 70 |
|