Legacy Financial Advisors’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 | $1.99M | Buy |
28,079
+903
| +3% | +$63.9K | 0.31% | 50 |
|
|
2025
Q1 | $1.95M | Sell |
27,176
-9,838
| -27% | -$705K | 0.33% | 51 |
|
|
2024
Q4 | $2.3M | Buy |
37,014
+117
| +0.3% | +$7.28K | 0.38% | 44 |
|
|
2024
Q3 | $2.65M | Buy |
36,897
+738
| +2% | +$53K | 0.45% | 42 |
|
|
2024
Q2 | $2.3M | Buy |
36,159
+434
| +1% | +$27.6K | 0.41% | 44 |
|
|
2024
Q1 | $2.19M | Buy |
35,725
+1,266
| +4% | +$77.5K | 0.39% | 44 |
|
|
2023
Q4 | $2.03M | Buy |
34,459
+4,409
| +15% | +$260K | 0.39% | 40 |
|
|
2023
Q3 | $1.68M | Sell |
30,050
-1,573
| -5% | -$88.1K | 0.34% | 44 |
|
|
2023
Q2 | $1.9M | Buy |
31,623
+1,955
| +7% | +$118K | 0.36% | 34 |
|
|
2023
Q1 | $1.84M | Buy |
29,668
+668
| +2% | +$41.4K | 0.38% | 29 |
|
|
2022
Q4 | $1.84M | Buy |
29,000
+2,613
| +10% | +$166K | 0.4% | 29 |
|
|
2022
Q3 | $1.48M | Buy |
26,387
+275
| +1% | +$15.4K | 0.35% | 36 |
|
|
2022
Q2 | $1.64M | Buy |
26,112
+782
| +3% | +$49.2K | 0.41% | 27 |
|
|
2022
Q1 | $1.57M | Buy |
25,330
+1,277
| +5% | +$79.2K | 0.35% | 28 |
|
|
2021
Q4 | $1.42M | Buy |
24,053
+1,231
| +5% | +$72.9K | 0.33% | 32 |
|
|
2021
Q3 | $1.2M | Buy |
22,822
+2,011
| +10% | +$105K | 0.29% | 29 |
|
|
2021
Q2 | $1.13M | Buy |
20,811
+1,429
| +7% | +$77.3K | 0.29% | 31 |
|
|
2021
Q1 | $1.02M | Buy |
19,382
+1,584
| +9% | +$83.5K | 0.28% | 33 |
|
|
2020
Q4 | $976K | Buy |
17,798
+744
| +4% | +$40.8K | 0.28% | 31 |
|
|
2020
Q3 | $842K | Buy |
17,054
+1,264
| +8% | +$62.4K | 0.26% | 32 |
|
|
2020
Q2 | $705K | Buy |
15,790
+1,742
| +12% | +$77.8K | 0.25% | 29 |
|
|
2020
Q1 | $645K | Buy |
14,048
+1,811
| +15% | +$83.2K | 0.24% | 34 |
|
|
2019
Q4 | $677K | Sell |
12,237
-387
| -3% | -$21.4K | 0.21% | 50 |
|
|
2019
Q3 | $687K | Sell |
12,624
-126
| -1% | -$6.86K | 0.23% | 48 |
|
|
2019
Q2 | $649K | Buy |
12,750
+590
| +5% | +$30K | 0.23% | 48 |
|
|
2019
Q1 | $570K | Buy |
12,160
+258
| +2% | +$12.1K | 0.19% | 49 |
|
|
2018
Q4 | $564K | Buy |
11,902
+1,030
| +9% | +$48.8K | 0.22% | 47 |
|
|
2018
Q3 | $502K | Buy |
10,872
+197
| +2% | +$9.1K | 0.18% | 52 |
|
|
2018
Q2 | $478K | Buy |
10,675
+577
| +6% | +$25.8K | 0.18% | 52 |
|
|
2018
Q1 | $444K | Sell |
10,098
-357
| -3% | -$15.7K | 0.18% | 56 |
|
|
2017
Q4 | $479K | Buy |
+10,455
| New | +$479K | 0.2% | 46 |
|