Lakeshore Financial Planning’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 | $801K | Sell |
11,317
-375
| -3% | -$26.5K | 0.32% | 25 |
|
|
2025
Q1 | $838K | Sell |
11,692
-210
| -2% | -$15K | 0.35% | 23 |
|
|
2024
Q4 | $741K | Sell |
11,902
-77
| -0.6% | -$4.8K | 0.32% | 22 |
|
|
2024
Q3 | $861K | Buy |
11,979
+148
| +1% | +$10.6K | 0.38% | 20 |
|
|
2024
Q2 | $753K | Sell |
11,831
-34
| -0.3% | -$2.17K | 0.37% | 20 |
|
|
2024
Q1 | $726K | Sell |
11,865
-188
| -2% | -$11.5K | 0.37% | 20 |
|
|
2023
Q4 | $710K | Sell |
12,053
-283
| -2% | -$16.7K | 0.39% | 21 |
|
|
2023
Q3 | $691K | Buy |
+12,336
| New | +$691K | 0.39% | 21 |
|