LGT Financial Advisors’s Coca-Cola Consolidated COKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-160
| Closed | -$20.2K | – | 388 |
|
|
2024
Q4 | $20.2K | Hold |
160
| – | – | 0.04% | 307 |
|
|
2024
Q3 | $21.1K | Hold |
160
| – | – | 0.05% | 271 |
|
|
2024
Q2 | $17.4K | Hold |
160
| – | – | 0.04% | 341 |
|
|
2024
Q1 | $13.5K | Hold |
160
| – | – | 0.02% | 442 |
|
|
2023
Q4 | $14.9K | Hold |
160
| – | – | 0.02% | 401 |
|
|
2023
Q3 | $10.2K | Buy |
+160
| New | +$10.2K | 0.01% | 476 |
|