JSF Financial’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 | $227K | Buy |
3,212
+299
| +10% | +$21.2K | 0.05% | 118 |
|
|
2025
Q1 | $209K | Buy |
+2,913
| New | +$209K | 0.06% | 117 |
|
|
2024
Q4 | – | Sell |
-2,966
| Closed | -$213K | – | 125 |
|
|
2024
Q3 | $213K | Buy |
+2,966
| New | +$213K | 0.06% | 109 |
|
|
2023
Q3 | – | Sell |
-3,426
| Closed | -$206K | – | 110 |
|
|
2023
Q2 | $206K | Sell |
3,426
-1
| -0% | -$60 | 0.07% | 100 |
|
|
2023
Q1 | $213K | Buy |
3,427
+211
| +7% | +$13.1K | 0.08% | 110 |
|
|
2022
Q4 | $205K | Buy |
+3,216
| New | +$205K | 0.08% | 109 |
|
|
2022
Q3 | – | Sell |
-3,192
| Closed | -$201K | – | 108 |
|
|
2022
Q2 | $201K | Buy |
+3,192
| New | +$201K | 0.09% | 94 |
|