First Allied Advisory Services’s Coca-Cola KO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
$5.02M Sell
101,762
-1,692
-2% -$83.5K 0.17% 134
2020
Q2
$4.62M Buy
103,454
+5,569
+6% +$249K 0.17% 133
2020
Q1
$4.33M Buy
97,885
+3,988
+4% +$176K 0.19% 127
2019
Q4
$5.19M Sell
93,897
-2,710
-3% -$150K 0.18% 140
2019
Q3
$5.25M Sell
96,607
-1,949
-2% -$106K 0.19% 132
2019
Q2
$5.02M Sell
98,556
-7,833
-7% -$399K 0.17% 145
2019
Q1
$4.98M Buy
106,389
+16,210
+18% +$758K 0.17% 151
2018
Q4
$4.28M Sell
90,179
-1,538
-2% -$73K 0.17% 150
2018
Q3
$4.24M Buy
91,717
+15,087
+20% +$698K 0.15% 166
2018
Q2
$3.37M Sell
76,630
-9,701
-11% -$426K 0.13% 193
2018
Q1
$3.75M Buy
86,331
+5,011
+6% +$218K 0.14% 174
2017
Q4
$3.74M Buy
81,320
+1,448
+2% +$66.5K 0.15% 167
2017
Q3
$3.62M Sell
79,872
-13,595
-15% -$616K 0.16% 159
2017
Q2
$4.18M Buy
93,467
+16,298
+21% +$729K 0.19% 139
2017
Q1
$3.3M Buy
77,169
+3,235
+4% +$138K 0.17% 137
2016
Q4
$3.07M Buy
73,934
+10,892
+17% +$452K 0.15% 156
2016
Q3
$2.67M Sell
63,042
-10,097
-14% -$427K 0.14% 169
2016
Q2
$3.34M Buy
73,139
+222
+0.3% +$10.1K 0.19% 132
2016
Q1
$3.39M Buy
72,917
+5,238
+8% +$244K 0.19% 137
2015
Q4
$2.9M Buy
67,679
+1,748
+3% +$75K 0.15% 158
2015
Q3
$2.64M Sell
65,931
-7,152
-10% -$287K 0.15% 170
2015
Q2
$2.89M Buy
73,083
+2,918
+4% +$115K 0.13% 192
2015
Q1
$2.84M Sell
70,165
-5,535
-7% -$224K 0.19% 138
2014
Q4
$3.18M Sell
75,700
-5,238
-6% -$220K 0.23% 98
2014
Q3
$3.46M Sell
80,938
-8,456
-9% -$361K 0.27% 82
2014
Q2
$3.76M Sell
89,394
-1,639
-2% -$69K 0.28% 91
2014
Q1
$3.54M Sell
91,033
-8,671
-9% -$337K 0.27% 90
2013
Q4
$4.1M Sell
99,704
-67,375
-40% -$2.77M 0.33% 67
2013
Q3
$6.38M Buy
167,079
+64,051
+62% +$2.45M 0.37% 70
2013
Q2
$4.12M Buy
+103,028
New +$4.12M 0.33% 81