EverSource Wealth Advisors’s Coca-Cola Consolidated COKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $303K | Buy |
2,711
+811
| +43% | +$90.6K | 0.01% | 667 |
|
|
2025
Q1 | $256K | Sell |
1,900
-1,180
| -38% | -$159K | 0.01% | 575 |
|
|
2024
Q4 | $388K | Buy |
3,080
+430
| +16% | +$54.2K | 0.02% | 435 |
|
|
2024
Q3 | $349K | Buy |
2,650
+360
| +16% | +$47.4K | 0.02% | 409 |
|
|
2024
Q2 | $262K | Buy |
2,290
+1,600
| +232% | +$183K | 0.02% | 473 |
|
|
2024
Q1 | $57K | Buy |
690
+350
| +103% | +$28.9K | ﹤0.01% | 922 |
|
|
2023
Q4 | $31.6K | Buy |
340
+100
| +42% | +$9.28K | ﹤0.01% | 1071 |
|
|
2023
Q3 | $15.3K | Sell |
240
-90
| -27% | -$5.73K | ﹤0.01% | 1232 |
|
|
2023
Q2 | $21K | Buy |
330
+130
| +65% | +$8.27K | ﹤0.01% | 1136 |
|
|
2023
Q1 | $10.7K | Sell |
200
-70
| -26% | -$3.75K | ﹤0.01% | 1321 |
|
|
2022
Q4 | $13.8K | Hold |
270
| – | – | ﹤0.01% | 1201 |
|
|
2022
Q3 | $11K | Hold |
270
| – | – | ﹤0.01% | 1089 |
|
|
2022
Q2 | $15K | Hold |
270
| – | – | ﹤0.01% | 906 |
|
|
2022
Q1 | $13K | Hold |
270
| – | – | ﹤0.01% | 871 |
|
|
2021
Q4 | $17K | Buy |
+270
| New | +$17K | ﹤0.01% | 744 |
|