LFA
Legacy Financial Advisors’s Coca-Cola Femsa KOF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,773
| Closed | -$344K | – | 379 |
|
|
2025
Q1 | $344K | Buy |
3,773
+330
| +10% | +$30.1K | 0.06% | 258 |
|
|
2024
Q4 | $268K | Sell |
3,443
-54
| -2% | -$4.21K | 0.04% | 291 |
|
|
2024
Q3 | $310K | Sell |
3,497
-94
| -3% | -$8.34K | 0.05% | 272 |
|
|
2024
Q2 | $308K | Sell |
3,591
-117
| -3% | -$10K | 0.05% | 246 |
|
|
2024
Q1 | $360K | Buy |
3,708
+226
| +6% | +$22K | 0.06% | 215 |
|
|
2023
Q4 | $330K | Buy |
3,482
+601
| +21% | +$56.9K | 0.06% | 217 |
|
|
2023
Q3 | $226K | Buy |
+2,881
| New | +$226K | 0.05% | 237 |
|