Lido 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
Q2 | $652K | Buy |
5,843
+1,263
| +28% | +$141K | ﹤0.01% | 909 |
|
|
2025
Q1 | $620K | Buy |
4,580
+40
| +0.9% | +$5.41K | ﹤0.01% | 886 |
|
|
2024
Q4 | $572K | Buy |
4,540
+10
| +0.2% | +$1.26K | ﹤0.01% | 887 |
|
|
2024
Q3 | $598K | Hold |
4,530
| – | – | ﹤0.01% | 811 |
|
|
2024
Q2 | $493K | Sell |
4,530
-10
| -0.2% | -$1.09K | ﹤0.01% | 843 |
|
|
2024
Q1 | $384K | Sell |
4,540
-110
| -2% | -$9.31K | ﹤0.01% | 888 |
|
|
2023
Q4 | $431K | Sell |
4,650
-1,710
| -27% | -$159K | ﹤0.01% | 823 |
|
|
2023
Q3 | $405K | Buy |
6,360
+2,060
| +48% | +$131K | ﹤0.01% | 725 |
|
|
2023
Q2 | $274K | Buy |
+4,300
| New | +$274K | ﹤0.01% | 872 |
|
|
2022
Q2 | – | Sell |
-8,340
| Closed | -$414K | – | 849 |
|
|
2022
Q1 | $414K | Buy |
+8,340
| New | +$414K | ﹤0.01% | 587 |
|