Financial Partners Group (Tennessee)’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 | $543K | Sell |
7,678
-699
| -8% | -$49.5K | 0.2% | 62 |
|
|
2025
Q1 | $600K | Sell |
8,377
-475
| -5% | -$34K | 0.26% | 62 |
|
|
2024
Q4 | $551K | Sell |
8,852
-2,654
| -23% | -$165K | 0.23% | 65 |
|
|
2024
Q3 | $827K | Sell |
11,506
-488
| -4% | -$35.1K | 0.31% | 64 |
|
|
2024
Q2 | $763K | Buy |
11,994
+354
| +3% | +$22.5K | 0.3% | 63 |
|
|
2024
Q1 | $712K | Buy |
11,640
+3,355
| +40% | +$205K | 0.28% | 66 |
|
|
2023
Q4 | $488K | Buy |
8,285
+196
| +2% | +$11.6K | 0.22% | 62 |
|
|
2023
Q3 | $453K | Sell |
8,089
-9,593
| -54% | -$537K | 0.22% | 63 |
|
|
2023
Q2 | $1.06M | Buy |
17,682
+53
| +0.3% | +$3.19K | 0.54% | 42 |
|
|
2023
Q1 | $1.09M | Buy |
17,629
+499
| +3% | +$31K | 0.57% | 35 |
|
|
2022
Q4 | $1.09M | Buy |
+17,130
| New | +$1.09M | 0.64% | 35 |
|