LifePlan Financial Group’s Coca-Cola KO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
$179K Sell
2020
Q2
$167K Hold
2020
Q1
$166K Sell
2019
Q4
$208K Buy
2019
Q3
$194K Buy
2019
Q2
$171K Hold
2019
Q1
$157K Hold
2018
Q4
$159K Hold
2018
Q3
$155K Sell
2018
Q2
$153K Buy
2018
Q1
$146K Buy
2014
Q2
Sell
2014
Q1
$105K Hold
2013
Q4
$112K Sell
2013
Q3
$118K Hold
2013
Q2
$125K Buy