Key Financial Inc’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 | $1.63M | Sell |
23,012
-734
| -3% | -$51.9K | 0.33% | 58 |
|
|
2025
Q1 | $1.7M | Sell |
23,746
-201
| -0.8% | -$14.4K | 0.37% | 55 |
|
|
2024
Q4 | $1.49M | Buy |
23,947
+502
| +2% | +$31.3K | 0.34% | 58 |
|
|
2024
Q3 | $1.68M | Buy |
23,445
+54
| +0.2% | +$3.88K | 0.37% | 54 |
|
|
2024
Q2 | $1.49M | Buy |
23,391
+747
| +3% | +$47.5K | 0.36% | 54 |
|
|
2024
Q1 | $1.39M | Sell |
22,644
-1,555
| -6% | -$95.1K | 0.35% | 55 |
|
|
2023
Q4 | $1.43M | Buy |
24,199
+15
| +0.1% | +$884 | 0.39% | 54 |
|
|
2023
Q3 | $1.35M | Buy |
24,184
+7
| +0% | +$392 | 0.46% | 48 |
|
|
2023
Q2 | $1.46M | Buy |
24,177
+538
| +2% | +$32.4K | 0.48% | 45 |
|
|
2023
Q1 | $1.47M | Sell |
23,639
-498
| -2% | -$30.9K | 0.53% | 40 |
|
|
2022
Q4 | $1.35M | Hold |
24,137
| – | – | 0.64% | 33 |
|
|
2022
Q3 | $1.35M | Buy |
24,137
+15,360
| +175% | +$860K | 0.64% | 33 |
|
|
2022
Q2 | $565K | Buy |
8,777
+179
| +2% | +$11.5K | 0.31% | 62 |
|
|
2022
Q1 | $533K | Buy |
8,598
+99
| +1% | +$6.14K | 0.26% | 70 |
|
|
2021
Q4 | $503K | Buy |
8,499
+13
| +0.2% | +$769 | 0.25% | 75 |
|
|
2021
Q3 | $445K | Sell |
8,486
-965
| -10% | -$50.6K | 0.25% | 77 |
|
|
2021
Q2 | $539K | Buy |
9,451
+2,704
| +40% | +$154K | 0.3% | 64 |
|
|
2021
Q1 | $356K | Buy |
6,747
+163
| +2% | +$8.6K | 0.23% | 88 |
|
|
2020
Q4 | $361K | Sell |
6,584
-141
| -2% | -$7.73K | 0.27% | 73 |
|
|
2020
Q3 | $332K | Sell |
6,725
-626
| -9% | -$30.9K | 0.34% | 73 |
|
|
2020
Q2 | $326K | Buy |
7,351
+663
| +10% | +$29.4K | 0.37% | 66 |
|
|
2020
Q1 | $301K | Hold |
6,688
| – | – | 0.31% | 63 |
|
|
2019
Q4 | $370K | Buy |
+6,688
| New | +$370K | 0.35% | 65 |
|