Financial Perspectives’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 | $20.3K | Buy |
182
+2
| +1% | +$223 | 0.01% | 413 |
|
2025
Q1 | $24.5K | Hold |
180
| – | – | 0.01% | 386 |
|
2024
Q4 | $22.8K | Hold |
180
| – | – | 0.01% | 395 |
|
2024
Q3 | $23.8K | Hold |
180
| – | – | 0.01% | 370 |
|
2024
Q2 | $19.6K | Hold |
180
| – | – | 0.01% | 387 |
|
2024
Q1 | $15.3K | Hold |
180
| – | – | 0.01% | 413 |
|
2023
Q4 | $16.5K | Hold |
180
| – | – | 0.01% | 402 |
|
2023
Q3 | $11.3K | Hold |
180
| – | – | 0.01% | 433 |
|
2023
Q2 | $11.3K | Hold |
180
| – | – | 0.01% | 438 |
|
2023
Q1 | $9.47K | Hold |
180
| – | – | ﹤0.01% | 448 |
|
2022
Q4 | $9.01K | Hold |
180
| – | – | ﹤0.01% | 452 |
|
2022
Q3 | $7.24K | Hold |
180
| – | – | ﹤0.01% | 470 |
|
2022
Q2 | $9.91K | Hold |
180
| – | – | 0.01% | 443 |
|
2022
Q1 | $8.72K | Hold |
180
| – | – | ﹤0.01% | 478 |
|
2021
Q4 | $10.9K | Hold |
180
| – | – | 0.01% | 436 |
|
2021
Q3 | $6.91K | Hold |
180
| – | – | ﹤0.01% | 479 |
|
2021
Q2 | $7.05K | Sell |
180
-50,390
| -100% | -$1.97M | ﹤0.01% | 497 |
|
2021
Q1 | $18K | Buy |
50,570
+50,400
| +29,647% | +$17.9K | ﹤0.01% | 594 |
|
2020
Q4 | $4.66K | Hold |
170
| – | – | ﹤0.01% | 482 |
|
2020
Q3 | $4.21K | Hold |
170
| – | – | ﹤0.01% | 440 |
|
2020
Q2 | $4K | Hold |
170
| – | – | ﹤0.01% | 431 |
|
2020
Q1 | $3.64K | Hold |
170
| – | – | ﹤0.01% | 408 |
|
2019
Q4 | $4.95K | Buy |
+170
| New | +$4.95K | ﹤0.01% | 394 |
|