Lesa Sroufe & Co’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $269K | Hold |
3,737
| – | – | 0.25% | 55 |
|
|
2024
Q2 | $238K | Hold |
3,737
| – | – | 0.23% | 62 |
|
|
2024
Q1 | $229K | Hold |
3,737
| – | – | 0.21% | 65 |
|
|
2023
Q4 | $220K | Hold |
3,737
| – | – | 0.22% | 61 |
|
|
2023
Q3 | $209K | Hold |
3,737
| – | – | 0.22% | 62 |
|
|
2023
Q2 | $225K | Hold |
3,737
| – | – | 0.24% | 60 |
|
|
2023
Q1 | $232K | Hold |
3,737
| – | – | 0.23% | 63 |
|
|
2022
Q4 | $238K | Hold |
3,737
| – | – | 0.26% | 58 |
|
|
2022
Q3 | $209K | Buy |
+3,737
| New | +$209K | 0.25% | 60 |
|
|
2022
Q1 | $228K | Hold |
3,737
| – | – | 0.23% | 65 |
|
|
2021
Q4 | $221K | Buy |
+3,737
| New | +$221K | 0.22% | 67 |
|
|
2021
Q3 | – | Sell |
-3,737
| Closed | -$202K | – | 75 |
|
|
2021
Q2 | $202K | Buy |
+3,737
| New | +$202K | 0.2% | 70 |
|
|
2021
Q1 | – | Sell |
-3,897
| Closed | -$214K | – | 70 |
|
|
2020
Q4 | $214K | Buy |
+3,897
| New | +$214K | 0.26% | 62 |
|
|
2020
Q1 | – | Sell |
-3,944
| Closed | -$218K | – | 63 |
|
|
2019
Q4 | $218K | Hold |
3,944
| – | – | 0.21% | 58 |
|
|
2019
Q3 | $215K | Hold |
3,944
| – | – | 0.21% | 58 |
|
|
2019
Q2 | $201K | Buy |
+3,944
| New | +$201K | 0.18% | 57 |
|