Legacy Financial Group (Iowa)’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $224K | Buy |
3,160
+4
| +0.1% | +$283 | 0.03% | 110 |
|
|
2025
Q1 | $226K | Buy |
+3,156
| New | +$226K | 0.03% | 102 |
|
|
2024
Q3 | – | Sell |
-3,183
| Closed | -$203K | – | 80 |
|
|
2024
Q2 | $203K | Sell |
3,183
-149
| -4% | -$9.48K | 0.04% | 105 |
|
|
2024
Q1 | $204K | Buy |
+3,332
| New | +$204K | 0.04% | 104 |
|
|
2023
Q4 | – | Sell |
-3,329
| Closed | -$186K | – | 295 |
|
|
2023
Q3 | $186K | Buy |
+3,329
| New | +$186K | 0.04% | 96 |
|