Lehman & Derafelo Financial Resources’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $359K | Buy |
5,642
+400
| +8% | +$25.4K | 0.11% | 74 |
|
|
2022
Q3 | $296K | Sell |
5,242
-100
| -2% | -$5.65K | 0.09% | 74 |
|
|
2022
Q2 | $338K | Buy |
5,342
+702
| +15% | +$44.4K | 0.1% | 74 |
|
|
2022
Q1 | $290K | Buy |
4,640
+723
| +18% | +$45.2K | 0.08% | 85 |
|
|
2021
Q4 | $232K | Hold |
3,917
| – | – | 0.07% | 96 |
|
|
2021
Q3 | $206K | Sell |
3,917
-1,285
| -25% | -$67.6K | 0.07% | 103 |
|
|
2021
Q2 | $281K | Hold |
5,202
| – | – | 0.08% | 93 |
|
|
2021
Q1 | $274K | Hold |
5,202
| – | – | 0.08% | 94 |
|
|
2020
Q4 | $285K | Buy |
5,202
+194
| +4% | +$10.6K | 0.09% | 88 |
|
|
2020
Q3 | $247K | Hold |
5,008
| – | – | 0.08% | 82 |
|
|
2020
Q2 | $224K | Buy |
5,008
+2
| +0% | +$89 | 0.08% | 85 |
|
|
2020
Q1 | $222K | Hold |
5,006
| – | – | 0.09% | 82 |
|
|
2019
Q4 | $277K | Buy |
5,006
+6
| +0.1% | +$332 | 0.1% | 79 |
|
|
2019
Q3 | $272K | Buy |
5,000
+200
| +4% | +$10.9K | 0.1% | 82 |
|
|
2019
Q2 | $250K | Buy |
+4,800
| New | +$250K | 0.1% | 83 |
|