First Affirmative Financial Network’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $641K | Buy |
8,953
+999
| +13% | +$71.5K | 0.39% | 67 |
|
|
2024
Q4 | $495K | Buy |
7,954
+929
| +13% | +$57.8K | 0.29% | 89 |
|
|
2024
Q3 | $505K | Buy |
7,025
+1,415
| +25% | +$102K | 0.28% | 93 |
|
|
2024
Q2 | $357K | Buy |
5,610
+809
| +17% | +$51.5K | 0.25% | 122 |
|
|
2024
Q1 | $294K | Buy |
4,801
+275
| +6% | +$16.8K | 0.22% | 155 |
|
|
2023
Q4 | $267K | Buy |
+4,526
| New | +$267K | 0.21% | 165 |
|
|
2022
Q1 | – | Sell |
-3,970
| Closed | -$235K | – | 159 |
|
|
2021
Q4 | $235K | Sell |
3,970
-37
| -0.9% | -$2.19K | 0.21% | 138 |
|
|
2021
Q3 | $210K | Buy |
+4,007
| New | +$210K | 0.22% | 146 |
|