LGT Financial Advisors’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.68K | Buy |
+52
| New | +$3.68K | 0.01% | 321 |
|
|
2025
Q1 | – | Sell |
-1,500
| Closed | -$93.4K | – | 533 |
|
|
2024
Q4 | $93.4K | Buy |
+1,500
| New | +$93.4K | 0.21% | 98 |
|
|
2024
Q2 | – | Sell |
-94,574
| Closed | -$5.79M | – | 824 |
|
|
2024
Q1 | $5.79M | Hold |
94,574
| – | – | 6.72% | 1 |
|
|
2023
Q4 | $5.57M | Sell |
94,574
-35
| -0% | -$2.06K | 6.81% | 1 |
|
|
2023
Q3 | $5.3M | Hold |
94,609
| – | – | 6.73% | 1 |
|
|
2023
Q2 | $5.7M | Hold |
94,609
| – | – | 6.06% | 1 |
|
|
2023
Q1 | $5.87M | Hold |
94,609
| – | – | 10.93% | 1 |
|
|
2022
Q4 | $6.02M | Buy |
+94,609
| New | +$6.02M | 7.08% | 2 |
|