LifeSteps Financial’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 | $986K | Buy |
13,930
+201
| +1% | +$14.2K | 0.68% | 29 |
|
|
2025
Q1 | $983K | Hold |
13,729
| – | – | 0.8% | 28 |
|
|
2024
Q4 | $855K | Buy |
13,729
+186
| +1% | +$11.6K | 0.66% | 29 |
|
|
2024
Q3 | $973K | Buy |
13,543
+99
| +0.7% | +$7.11K | 0.76% | 27 |
|
|
2024
Q2 | $856K | Hold |
13,444
| – | – | 0.71% | 28 |
|
|
2024
Q1 | $823K | Hold |
13,444
| – | – | 0.62% | 31 |
|
|
2023
Q4 | $792K | Buy |
+13,444
| New | +$792K | 0.7% | 30 |
|