EFS
Essex Financial Services’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.76M | Buy |
95,554
+2,092
| +2% | +$148K | 0.44% | 49 |
|
|
2025
Q1 | $6.69M | Buy |
93,462
+1,787
| +2% | +$128K | 0.48% | 46 |
|
|
2024
Q4 | $5.71M | Sell |
91,675
-2,958
| -3% | -$184K | 0.4% | 56 |
|
|
2024
Q3 | $6.57M | Sell |
94,633
-4,362
| -4% | -$303K | 0.47% | 47 |
|
|
2024
Q2 | $6.8M | Buy |
98,995
+22,517
| +29% | +$1.55M | 0.51% | 43 |
|
|
2024
Q1 | $4.68M | Buy |
76,478
+8,182
| +12% | +$501K | 0.43% | 56 |
|
|
2023
Q4 | $4.02M | Sell |
68,296
-400
| -0.6% | -$23.6K | 0.42% | 56 |
|
|
2023
Q3 | $3.85M | Buy |
68,696
+261
| +0.4% | +$14.6K | 0.45% | 53 |
|
|
2023
Q2 | $4.12M | Buy |
68,435
+301
| +0.4% | +$18.1K | 0.47% | 51 |
|
|
2023
Q1 | $4.23M | Sell |
68,134
-815
| -1% | -$50.6K | 0.44% | 58 |
|
|
2022
Q4 | $4.39M | Buy |
68,949
+392
| +0.6% | +$24.9K | 0.46% | 50 |
|
|
2022
Q3 | $3.84M | Sell |
68,557
-503
| -0.7% | -$28.2K | 0.46% | 50 |
|
|
2022
Q2 | $4.35M | Sell |
69,060
-33
| -0% | -$2.08K | 0.48% | 51 |
|
|
2022
Q1 | $4.28M | Sell |
69,093
-175
| -0.3% | -$10.9K | 0.41% | 62 |
|
|
2021
Q4 | $4.1M | Sell |
69,268
-5,657
| -8% | -$335K | 0.41% | 60 |
|
|
2021
Q3 | $3.93M | Buy |
74,925
+748
| +1% | +$39.2K | 0.45% | 52 |
|
|
2021
Q2 | $3.91M | Hold |
74,177
| – | – | 0.57% | 36 |
|
|
2021
Q1 | $3.91M | Buy |
74,177
+29,597
| +66% | +$1.56M | 0.7% | 33 |
|
|
2020
Q4 | $2.44M | Buy |
44,580
+23,620
| +113% | +$1.29M | 0.48% | 51 |
|
|
2020
Q3 | $1.04M | Buy |
20,960
+1,302
| +7% | +$64.3K | 0.25% | 96 |
|
|
2020
Q2 | $878K | Sell |
19,658
-1,554
| -7% | -$69.4K | 0.27% | 91 |
|
|
2020
Q1 | $935K | Buy |
21,212
+2,359
| +13% | +$104K | 0.33% | 81 |
|
|
2019
Q4 | $1.04M | Sell |
18,853
-630
| -3% | -$34.9K | 0.29% | 85 |
|
|
2019
Q3 | $1.06M | Buy |
19,483
+127
| +0.7% | +$6.92K | 0.34% | 79 |
|
|
2019
Q2 | $986K | Buy |
19,356
+213
| +1% | +$10.9K | 0.29% | 81 |
|
|
2019
Q1 | $897K | Sell |
19,143
-11,386
| -37% | -$534K | 0.27% | 84 |
|
|
2018
Q4 | $1.45M | Sell |
30,529
-11,595
| -28% | -$549K | 0.44% | 63 |
|
|
2018
Q3 | $1.95M | Sell |
42,124
-1,316
| -3% | -$60.8K | 0.43% | 67 |
|
|
2018
Q2 | $1.91M | Sell |
43,440
-101
| -0.2% | -$4.43K | 0.46% | 59 |
|
|
2018
Q1 | $1.89M | Sell |
43,541
-5,762
| -12% | -$250K | 0.37% | 74 |
|
|
2017
Q4 | $2.26M | Sell |
49,303
-2,235
| -4% | -$103K | 0.54% | 50 |
|
|
2017
Q3 | $2.32M | Buy |
51,538
+833
| +2% | +$37.5K | 0.57% | 45 |
|
|
2017
Q2 | $2.27M | Sell |
50,705
-9,894
| -16% | -$444K | 0.48% | 53 |
|
|
2017
Q1 | $2.57M | Sell |
60,599
-4,238
| -7% | -$180K | 0.59% | 45 |
|
|
2016
Q4 | $2.69M | Buy |
64,837
+2,189
| +3% | +$90.8K | 0.58% | 47 |
|
|
2016
Q3 | $2.65M | Buy |
62,648
+140
| +0.2% | +$5.92K | 0.63% | 45 |
|
|
2016
Q2 | $2.83M | Buy |
62,508
+936
| +2% | +$42.4K | 0.69% | 39 |
|
|
2016
Q1 | $2.86M | Sell |
61,572
-810
| -1% | -$37.6K | 0.71% | 39 |
|
|
2015
Q4 | $2.68M | Sell |
62,382
-2,853
| -4% | -$123K | 0.64% | 43 |
|
|
2015
Q3 | $2.62M | Sell |
65,235
-1,574
| -2% | -$63.1K | 0.68% | 40 |
|
|
2015
Q2 | $2.62M | Sell |
66,809
-3,042
| -4% | -$119K | 0.68% | 42 |
|
|
2015
Q1 | $2.83M | Sell |
69,851
-851
| -1% | -$34.5K | 0.73% | 39 |
|
|
2014
Q4 | $2.99M | Buy |
70,702
+12,932
| +22% | +$546K | 0.78% | 37 |
|
|
2014
Q3 | $2.46M | Sell |
57,770
-2,152
| -4% | -$91.8K | 0.74% | 32 |
|
|
2014
Q2 | $2.54M | Sell |
59,922
-2,471
| -4% | -$105K | 0.76% | 31 |
|
|
2014
Q1 | $2.41M | Buy |
62,393
+4,248
| +7% | +$164K | 0.79% | 30 |
|
|
2013
Q4 | $2.4M | Sell |
58,145
-25,555
| -31% | -$1.06M | 0.81% | 29 |
|
|
2013
Q3 | $3.17K | Buy |
83,700
+1,673
| +2% | +$63 | 1% | 17 |
|
|
2013
Q2 | $3.29M | Buy |
+82,027
| New | +$3.29M | 1.15% | 17 |
|