Kelly 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,021
| Closed | -$65K | – | 465 |
|
|
2024
Q2 | $65K | Buy |
1,021
+1
| +0.1% | +$64 | 0.02% | 200 |
|
|
2024
Q1 | $62.4K | Hold |
1,020
| – | – | 0.02% | 193 |
|
|
2023
Q4 | $60.1K | Sell |
1,020
-238
| -19% | -$14K | 0.02% | 186 |
|
|
2023
Q3 | $70.4K | Sell |
1,258
-145
| -10% | -$8.12K | 0.03% | 153 |
|
|
2023
Q2 | $84.5K | Buy |
1,403
+8
| +0.6% | +$482 | 0.04% | 135 |
|
|
2023
Q1 | $86.5K | Buy |
1,395
+171
| +14% | +$10.6K | 0.04% | 131 |
|
|
2022
Q4 | $77.8K | Buy |
1,224
+13
| +1% | +$827 | 0.04% | 137 |
|
|
2022
Q3 | $67.8K | Buy |
1,211
+209
| +21% | +$11.7K | 0.04% | 132 |
|
|
2022
Q2 | $63.1K | Buy |
1,002
+2
| +0.2% | +$126 | 0.03% | 143 |
|
|
2022
Q1 | $62K | Hold |
1,000
| – | – | 0.03% | 156 |
|
|
2021
Q4 | $59.2K | Buy |
1,000
+6
| +0.6% | +$355 | 0.03% | 154 |
|
|
2021
Q3 | $52.2K | Sell |
994
-59,634
| -98% | -$3.13M | 0.03% | 155 |
|
|
2021
Q2 | $1.12M | Buy |
60,628
+59,511
| +5,328% | +$1.1M | 0.04% | 112 |
|
|
2021
Q1 | $58.9K | Hold |
1,117
| – | – | 0.04% | 114 |
|
|
2020
Q4 | $61.2K | Sell |
1,117
-6
| -0.5% | -$329 | 0.04% | 102 |
|
|
2020
Q3 | $55.4K | Sell |
1,123
-20
| -2% | -$987 | 0.04% | 94 |
|
|
2020
Q2 | $51.1K | Buy |
1,143
+4
| +0.4% | +$179 | 0.04% | 89 |
|
|
2020
Q1 | $50.4K | Buy |
1,139
+25
| +2% | +$1.11K | 0.06% | 72 |
|
|
2019
Q4 | $61.7K | Buy |
1,114
+7
| +0.6% | +$387 | 0.05% | 70 |
|
|
2019
Q3 | $60.3K | Buy |
1,107
+3
| +0.3% | +$163 | 0.05% | 70 |
|
|
2019
Q2 | $56.2K | Buy |
1,104
+4
| +0.4% | +$204 | 0.05% | 71 |
|
|
2019
Q1 | $51.5K | Buy |
+1,100
| New | +$51.5K | 0.06% | 76 |
|