HBK Sorce Advisory’s Coca-Cola Consolidated COKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $446K | Sell |
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|
2025
Q2 | $398K | Sell |
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|
2025
Q1 | $481K | Buy |
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|
2024
Q4 | $437K | Hold |
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|
2024
Q3 | $456K | Hold |
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|
2024
Q2 | $376K | Hold |
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|
2024
Q1 | $293K | Buy |
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|
2023
Q4 | $321K | Hold |
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|
2023
Q3 | $220K | Hold |
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|
2023
Q2 | $220K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $352K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $203K | Buy |
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