Larson Financial Group’s Coca-Cola Consolidated COKE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $460K | Buy |
4,122
+562
| +16% | +$62.7K | 0.02% | 457 |
|
2025
Q1 | $481K | Buy |
3,560
+750
| +27% | +$101K | 0.02% | 415 |
|
2024
Q4 | $354K | Sell |
2,810
-310
| -10% | -$39.1K | 0.02% | 436 |
|
2024
Q3 | $411K | Buy |
3,120
+1,410
| +82% | +$186K | 0.02% | 384 |
|
2024
Q2 | $185K | Sell |
1,710
-20
| -1% | -$2.17K | 0.01% | 484 |
|
2024
Q1 | $146K | Sell |
1,730
-20
| -1% | -$1.69K | 0.01% | 473 |
|
2023
Q4 | $162K | Sell |
1,750
-20
| -1% | -$1.85K | 0.01% | 396 |
|
2023
Q3 | $112K | Buy |
1,770
+1,010
| +133% | +$64.1K | 0.01% | 432 |
|
2023
Q2 | $48.4K | Hold |
760
| – | – | ﹤0.01% | 568 |
|
2023
Q1 | $40.7K | Hold |
760
| – | – | ﹤0.01% | 593 |
|
2022
Q4 | $39K | Buy |
760
+510
| +204% | +$26.1K | ﹤0.01% | 568 |
|
2022
Q3 | $10K | Buy |
+250
| New | +$10K | ﹤0.01% | 787 |
|