Legacy Capital Group California’s Coca-Cola Femsa KOF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,206
| Closed | -$293K | – | 343 |
|
|
2025
Q1 | $293K | Sell |
3,206
-47
| -1% | -$4.29K | 0.1% | 230 |
|
|
2024
Q4 | $253K | Sell |
3,253
-2
| -0.1% | -$156 | 0.08% | 271 |
|
|
2024
Q3 | $289K | Buy |
+3,255
| New | +$289K | 0.1% | 238 |
|
|
2024
Q1 | – | Sell |
-3,028
| Closed | -$287K | – | 309 |
|
|
2023
Q4 | $287K | Sell |
3,028
-20
| -0.7% | -$1.89K | 0.11% | 223 |
|
|
2023
Q3 | $239K | Buy |
+3,048
| New | +$239K | 0.1% | 237 |
|