Financial Life Planners’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
Sell
-1,407
Closed -$101K 73
2025
Q1
$101K Sell
1,407
-244
-15% -$17.5K 0.1% 83
2024
Q4
$103K Buy
+1,651
New +$103K 0.09% 72