JFS Wealth Advisors’s Coca-Cola Consolidated COKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.04K | Buy |
72
+2
| +3% | +$223 | ﹤0.01% | 938 |
|
|
2025
Q1 | $9.45K | Hold |
70
| – | – | ﹤0.01% | 897 |
|
|
2024
Q4 | $8.82K | Hold |
70
| – | – | ﹤0.01% | 887 |
|
|
2024
Q3 | $9.22K | Hold |
70
| – | – | ﹤0.01% | 884 |
|
|
2024
Q2 | $7.6K | Hold |
70
| – | – | ﹤0.01% | 882 |
|
|
2024
Q1 | $5.93K | Hold |
70
| – | – | ﹤0.01% | 1042 |
|
|
2023
Q4 | $6.5K | Hold |
70
| – | – | ﹤0.01% | 951 |
|
|
2023
Q3 | $4.46K | Hold |
70
| – | – | ﹤0.01% | 1035 |
|
|
2023
Q2 | $4.45K | Hold |
70
| – | – | ﹤0.01% | 1057 |
|
|
2023
Q1 | $3.75K | Buy |
70
+10
| +17% | +$535 | ﹤0.01% | 1114 |
|
|
2022
Q4 | $3.07K | Buy |
60
+40
| +200% | +$2.05K | ﹤0.01% | 1203 |
|
|
2022
Q3 | $1K | Sell |
20
-40
| -67% | -$2K | ﹤0.01% | 1515 |
|
|
2022
Q2 | $3K | Buy |
60
+20
| +50% | +$1K | ﹤0.01% | 1162 |
|
|
2022
Q1 | $2K | Buy |
40
+20
| +100% | +$1K | ﹤0.01% | 1392 |
|
|
2021
Q4 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 1303 |
|