Lantz 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 | $648K | Sell |
9,160
-907
| -9% | -$64.2K | 0.16% | 126 |
|
|
2025
Q1 | $721K | Buy |
10,067
+369
| +4% | +$26.4K | 0.2% | 118 |
|
|
2024
Q4 | $604K | Buy |
9,698
+143
| +1% | +$8.9K | 0.16% | 122 |
|
|
2024
Q3 | $687K | Buy |
9,555
+858
| +10% | +$61.7K | 0.19% | 113 |
|
|
2024
Q2 | $554K | Buy |
8,697
+51
| +0.6% | +$3.25K | 0.17% | 121 |
|
|
2024
Q1 | $529K | Sell |
8,646
-1,227
| -12% | -$75.1K | 0.17% | 121 |
|
|
2023
Q4 | $582K | Buy |
9,873
+1,891
| +24% | +$111K | 0.21% | 100 |
|
|
2023
Q3 | $447K | Buy |
7,982
+46
| +0.6% | +$2.58K | 0.18% | 117 |
|
|
2023
Q2 | $478K | Sell |
7,936
-3,493
| -31% | -$210K | 0.19% | 113 |
|
|
2023
Q1 | $709K | Buy |
11,429
+5,108
| +81% | +$317K | 0.29% | 86 |
|
|
2022
Q4 | $402K | Buy |
6,321
+10
| +0.2% | +$636 | 0.18% | 117 |
|
|
2022
Q3 | $354K | Buy |
6,311
+3
| +0% | +$168 | 0.18% | 114 |
|
|
2022
Q2 | $397K | Buy |
6,308
+241
| +4% | +$15.2K | 0.18% | 109 |
|
|
2022
Q1 | $376K | Sell |
6,067
-1,151
| -16% | -$71.3K | 0.15% | 118 |
|
|
2021
Q4 | $427K | Sell |
7,218
-378
| -5% | -$22.4K | 0.2% | 102 |
|
|
2021
Q3 | $399K | Buy |
7,596
+93
| +1% | +$4.89K | 0.2% | 102 |
|
|
2021
Q2 | $406K | Buy |
7,503
+1,668
| +29% | +$90.3K | 0.21% | 98 |
|
|
2021
Q1 | $308K | Buy |
5,835
+158
| +3% | +$8.34K | 0.18% | 103 |
|
|
2020
Q4 | $311K | Buy |
5,677
+508
| +10% | +$27.8K | 0.19% | 96 |
|
|
2020
Q3 | $255K | Sell |
5,169
-180
| -3% | -$8.88K | 0.17% | 98 |
|
|
2020
Q2 | $239K | Sell |
5,349
-459
| -8% | -$20.5K | 0.17% | 96 |
|
|
2020
Q1 | $257K | Buy |
5,808
+614
| +12% | +$27.2K | 0.2% | 94 |
|
|
2019
Q4 | $287K | Sell |
5,194
-54
| -1% | -$2.98K | 0.17% | 113 |
|
|
2019
Q3 | $279K | Buy |
5,248
+116
| +2% | +$6.17K | 0.19% | 101 |
|
|
2019
Q2 | $267K | Buy |
5,132
+177
| +4% | +$9.21K | 0.18% | 105 |
|
|
2019
Q1 | $232K | Buy |
+4,955
| New | +$232K | 0.17% | 105 |
|