Howard Financial Services’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 | $536K | Buy |
7,571
+163
| +2% | +$11.5K | 0.07% | 97 |
|
|
2025
Q1 | $531K | Sell |
7,408
-183
| -2% | -$13.1K | 0.07% | 100 |
|
|
2024
Q4 | $473K | Buy |
7,591
+903
| +14% | +$56.2K | 0.06% | 104 |
|
|
2024
Q3 | $481K | Buy |
6,688
+5
| +0.1% | +$359 | 0.07% | 95 |
|
|
2024
Q2 | $425K | Buy |
6,683
+145
| +2% | +$9.23K | 0.07% | 95 |
|
|
2024
Q1 | $400K | Buy |
6,538
+45
| +0.7% | +$2.75K | 0.07% | 103 |
|
|
2023
Q4 | $383K | Buy |
6,493
+380
| +6% | +$22.4K | 0.07% | 104 |
|
|
2023
Q3 | $342K | Buy |
6,113
+1,300
| +27% | +$72.8K | 0.08% | 100 |
|
|
2023
Q2 | $290K | Sell |
4,813
-53
| -1% | -$3.19K | 0.07% | 109 |
|
|
2023
Q1 | $302K | Sell |
4,866
-103
| -2% | -$6.39K | 0.07% | 104 |
|
|
2022
Q4 | $316K | Sell |
4,969
-35
| -0.7% | -$2.23K | 0.08% | 100 |
|
|
2022
Q3 | $280K | Buy |
5,004
+104
| +2% | +$5.82K | 0.09% | 101 |
|
|
2022
Q2 | $308K | Buy |
+4,900
| New | +$308K | 0.1% | 88 |
|