Ethos 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 | $337K | Buy |
4,734
+122
| +3% | +$8.69K | 0.03% | 320 |
|
|
2025
Q1 | $291K | Buy |
4,612
+151
| +3% | +$9.52K | 0.03% | 323 |
|
|
2024
Q4 | $280K | Buy |
4,461
+424
| +11% | +$26.6K | 0.04% | 232 |
|
|
2024
Q3 | $292K | Sell |
4,037
-38
| -0.9% | -$2.75K | 0.05% | 211 |
|
|
2024
Q2 | $287K | Buy |
4,075
+244
| +6% | +$17.2K | 0.05% | 205 |
|
|
2024
Q1 | $237K | Sell |
3,831
-955
| -20% | -$59.1K | 0.04% | 235 |
|
|
2023
Q4 | $282K | Buy |
4,786
+192
| +4% | +$11.3K | 0.06% | 204 |
|
|
2023
Q3 | $259K | Buy |
+4,594
| New | +$259K | 0.07% | 143 |
|