HF Advisory Group’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 | $610K | Sell |
8,629
-461
| -5% | -$32.6K | 0.24% | 117 |
|
|
2025
Q1 | $651K | Buy |
9,090
+747
| +9% | +$53.5K | 0.28% | 111 |
|
|
2024
Q4 | $519K | Buy |
8,343
+156
| +2% | +$9.71K | 0.24% | 121 |
|
|
2024
Q3 | $588K | Sell |
8,187
-198
| -2% | -$14.2K | 0.27% | 120 |
|
|
2024
Q2 | $534K | Buy |
8,385
+1,014
| +14% | +$64.5K | 0.28% | 120 |
|
|
2024
Q1 | $451K | Buy |
7,371
+543
| +8% | +$33.2K | 0.25% | 118 |
|
|
2023
Q4 | $402K | Buy |
6,828
+58
| +0.9% | +$3.42K | 0.26% | 117 |
|
|
2023
Q3 | $379K | Buy |
6,770
+476
| +8% | +$26.6K | 0.28% | 114 |
|
|
2023
Q2 | $379K | Buy |
6,294
+97
| +2% | +$5.84K | 0.3% | 105 |
|
|
2023
Q1 | $384K | Buy |
6,197
+354
| +6% | +$22K | 0.34% | 94 |
|
|
2022
Q4 | $372K | Buy |
+5,843
| New | +$372K | 0.38% | 89 |
|