Independent Advisor Alliance’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 | $1.23M | Sell |
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|
2025
Q2 | $1.17M | Sell |
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|
2025
Q1 | $1.48M | Buy |
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|
2024
Q4 | $1.23M | Buy |
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|
2024
Q3 | $1.27M | Sell |
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|
2024
Q2 | $1.05M | Buy |
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|
2024
Q1 | $796K | Buy |
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|
2023
Q4 | $865K | Sell |
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|
2023
Q3 | $621K | Buy |
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|
2023
Q2 | $611K | Sell |
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|
2023
Q1 | $522K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $381K | Buy |
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|
2022
Q2 | $482K | Hold |
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|
2022
Q1 | $424K | Sell |
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|
2021
Q4 | $538K | Buy |
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|
2021
Q3 | $341K | Sell |
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|
2021
Q2 | $358K | Buy |
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|
2021
Q1 | $253K | Hold |
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|
2020
Q4 | $233K | Sell |
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|
2020
Q3 | $230K | Sell |
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|
2020
Q2 | $231K | Hold |
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|
2020
Q1 | $210K | Hold |
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|
2019
Q4 | $286K | Sell |
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|
2019
Q3 | $331K | Buy |
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|
2019
Q2 | $321K | Buy |
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|
2019
Q1 | $302K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $224K | Hold |
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|
2017
Q3 | $237K | Hold |
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|
2017
Q2 | $243K | Sell |
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|
2017
Q1 | $224K | Buy |
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