LFAS
Level Four Advisory Services’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.25M | Buy |
102,425
+1,482
| +1% | +$105K | 0.27% | 96 |
|
|
2025
Q1 | $7.23M | Buy |
100,943
+9,607
| +11% | +$688K | 0.3% | 89 |
|
|
2024
Q4 | $5.69M | Buy |
91,336
+171
| +0.2% | +$10.6K | 0.23% | 115 |
|
|
2024
Q3 | $5.95M | Buy |
91,165
+503
| +0.6% | +$32.9K | 0.25% | 119 |
|
|
2024
Q2 | $5.77M | Buy |
90,662
+6,963
| +8% | +$443K | 0.26% | 103 |
|
|
2024
Q1 | $4.93M | Hold |
83,699
| – | – | 0.27% | 93 |
|
|
2023
Q4 | $4.93M | Buy |
83,699
+17,068
| +26% | +$1.01M | 0.28% | 86 |
|
|
2023
Q3 | $3.73M | Sell |
66,631
-6,211
| -9% | -$348K | 0.24% | 111 |
|
|
2023
Q2 | $4.39M | Buy |
72,842
+523
| +0.7% | +$31.5K | 0.26% | 90 |
|
|
2023
Q1 | $4.49M | Buy |
72,319
+10,274
| +17% | +$637K | 0.29% | 75 |
|
|
2022
Q4 | $3.95M | Buy |
62,045
+20,878
| +51% | +$1.33M | 0.29% | 83 |
|
|
2022
Q3 | $2.31M | Sell |
41,167
-13,263
| -24% | -$743K | 0.22% | 116 |
|
|
2022
Q2 | $3.42M | Buy |
54,430
+1,938
| +4% | +$122K | 0.32% | 87 |
|
|
2022
Q1 | $3.26M | Buy |
52,492
+7,613
| +17% | +$472K | 0.26% | 106 |
|
|
2021
Q4 | $2.66M | Sell |
44,879
-29,742
| -40% | -$1.76M | 0.2% | 129 |
|
|
2021
Q3 | $3.92M | Sell |
74,621
-9,550
| -11% | -$501K | 0.41% | 67 |
|
|
2021
Q2 | $4.56M | Buy |
84,171
+11,457
| +16% | +$620K | 0.32% | 71 |
|
|
2021
Q1 | $3.83M | Sell |
72,714
-3,805
| -5% | -$201K | 0.3% | 82 |
|
|
2020
Q4 | $4.2M | Buy |
76,519
+1,021
| +1% | +$56K | 0.34% | 72 |
|
|
2020
Q3 | $3.73M | Buy |
75,498
+24,589
| +48% | +$1.21M | 0.29% | 84 |
|
|
2020
Q2 | $2.27M | Buy |
50,909
+1,938
| +4% | +$86.3K | 0.18% | 137 |
|
|
2020
Q1 | $2.16M | Buy |
48,971
+1,514
| +3% | +$66.8K | 0.26% | 97 |
|
|
2019
Q4 | $2.64M | Buy |
47,457
+2,766
| +6% | +$154K | 0.1% | 193 |
|
|
2019
Q3 | $2.43M | Sell |
44,691
-1,798
| -4% | -$97.9K | 0.25% | 89 |
|
|
2019
Q2 | $2.37M | Buy |
46,489
+137
| +0.3% | +$6.98K | 0.24% | 94 |
|
|
2019
Q1 | $2.17M | Sell |
46,352
-6,593
| -12% | -$309K | 0.24% | 94 |
|
|
2018
Q4 | $2.51M | Sell |
52,945
-18,805
| -26% | -$890K | 0.31% | 79 |
|
|
2018
Q3 | $3.31M | Buy |
71,750
+277
| +0.4% | +$12.8K | 0.36% | 68 |
|
|
2018
Q2 | $3.14M | Buy |
71,473
+25,397
| +55% | +$1.11M | 0.23% | 99 |
|
|
2018
Q1 | $2M | Buy |
46,076
+341
| +0.7% | +$14.8K | 0.16% | 127 |
|
|
2017
Q4 | $2.1M | Sell |
45,735
-601
| -1% | -$27.6K | 0.16% | 121 |
|
|
2017
Q3 | $2.09M | Sell |
46,336
-22,371
| -33% | -$1.01M | 0.18% | 109 |
|
|
2017
Q2 | $2.93M | Sell |
68,707
-30
| -0% | -$1.28K | 0.45% | 55 |
|
|
2017
Q1 | $2.93M | Buy |
68,737
+31,951
| +87% | +$1.36M | 0.3% | 77 |
|
|
2016
Q4 | $1.53M | Buy |
+36,786
| New | +$1.53M | 0.19% | 112 |
|