Laurel Wealth Advisors (California)’s Coca-Cola Consolidated COKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $236K | Buy |
+4,610
| New | +$236K | 0.02% | 584 |
|
|
2022
Q3 | – | Sell |
-4,610
| Closed | -$260K | – | 625 |
|
|
2022
Q2 | $260K | Hold |
4,610
| – | – | 0.03% | 538 |
|
|
2022
Q1 | $229K | Sell |
4,610
-700
| -13% | -$34.8K | 0.02% | 673 |
|
|
2021
Q4 | $329K | Hold |
5,310
| – | – | 0.03% | 588 |
|
|
2021
Q3 | $209K | Hold |
5,310
| – | – | 0.04% | 433 |
|
|
2021
Q2 | $214K | Buy |
+5,310
| New | +$214K | 0.03% | 477 |
|