Lloyd Advisory Services’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 | $238K | Buy |
3,367
+26
| +0.8% | +$1.84K | 0.12% | 86 |
|
|
2025
Q1 | $239K | Buy |
+3,341
| New | +$239K | 0.12% | 82 |
|
|
2023
Q4 | – | Sell |
-19,557
| Closed | -$1.09M | – | 244 |
|
|
2023
Q3 | $1.09M | Buy |
+19,557
| New | +$1.09M | 0.36% | 58 |
|
|
2022
Q2 | – | Sell |
-784
| Closed | -$49K | – | 347 |
|
|
2022
Q1 | $49K | Sell |
784
-830
| -51% | -$51.9K | 0.02% | 231 |
|
|
2021
Q4 | $96K | Sell |
1,614
-623
| -28% | -$37.1K | 0.04% | 137 |
|
|
2021
Q3 | $117K | Buy |
2,237
+230
| +11% | +$12K | 0.06% | 118 |
|
|
2021
Q2 | $109K | Buy |
2,007
+658
| +49% | +$35.7K | 0.06% | 112 |
|
|
2021
Q1 | $71K | Sell |
1,349
-78
| -5% | -$4.11K | 0.04% | 119 |
|
|
2020
Q4 | $78K | Sell |
1,427
-1,777
| -55% | -$97.1K | 0.04% | 95 |
|
|
2020
Q3 | $158K | Sell |
3,204
-449
| -12% | -$22.1K | 0.1% | 59 |
|
|
2020
Q2 | $163K | Sell |
3,653
-1,338
| -27% | -$59.7K | 0.1% | 62 |
|
|
2020
Q1 | $221K | Sell |
4,991
-1,639
| -25% | -$72.6K | 0.16% | 43 |
|
|
2019
Q4 | $367K | Buy |
+6,630
| New | +$367K | 0.33% | 40 |
|