LifePlan Financial Group’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $179K | Sell |
3,620
-124
| -3% | -$6.13K | 0.08% | 140 |
|
|
2020
Q2 | $167K | Hold |
3,744
| – | – | 0.08% | 139 |
|
|
2020
Q1 | $166K | Sell |
3,744
-14
| -0.4% | -$621 | 0.09% | 127 |
|
|
2019
Q4 | $208K | Buy |
3,758
+200
| +6% | +$11.1K | 0.09% | 128 |
|
|
2019
Q3 | $194K | Buy |
3,558
+200
| +6% | +$10.9K | 0.09% | 131 |
|
|
2019
Q2 | $171K | Hold |
3,358
| – | – | 0.08% | 136 |
|
|
2019
Q1 | $157K | Hold |
3,358
| – | – | 0.08% | 146 |
|
|
2018
Q4 | $159K | Hold |
3,358
| – | – | 0.1% | 138 |
|
|
2018
Q3 | $155K | Sell |
3,358
-126
| -4% | -$5.82K | 0.08% | 146 |
|
|
2018
Q2 | $153K | Buy |
3,484
+128
| +4% | +$5.62K | 0.09% | 140 |
|
|
2018
Q1 | $146K | Buy |
+3,356
| New | +$146K | 0.09% | 138 |
|
|
2014
Q2 | – | Sell |
-2,718
| Closed | -$105K | – | 146 |
|
|
2014
Q1 | $105K | Hold |
2,718
| – | – | 0.08% | 84 |
|
|
2013
Q4 | $112K | Sell |
2,718
-400
| -13% | -$16.5K | 0.08% | 77 |
|
|
2013
Q3 | $118K | Hold |
3,118
| – | – | 0.1% | 64 |
|
|
2013
Q2 | $125K | Buy |
+3,118
| New | +$125K | 0.14% | 49 |
|