Lockerman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-7,055
| Closed | -$449K | – | 106 |
|
|
2024
Q2 | $449K | Buy |
7,055
+2
| +0% | +$127 | 0.81% | 36 |
|
|
2024
Q1 | $432K | Sell |
7,053
-107
| -1% | -$6.55K | 0.83% | 37 |
|
|
2023
Q4 | $422K | Sell |
7,160
-153
| -2% | -$9.02K | 0.98% | 29 |
|
|
2023
Q3 | $409K | Sell |
7,313
-66
| -0.9% | -$3.7K | 1.1% | 28 |
|
|
2023
Q2 | $444K | Sell |
7,379
-72
| -1% | -$4.34K | 1.23% | 21 |
|
|
2023
Q1 | $462K | Buy |
7,451
+35
| +0.5% | +$2.17K | 1.27% | 21 |
|
|
2022
Q4 | $472K | Buy |
7,416
+104
| +1% | +$6.62K | 1.38% | 22 |
|
|
2022
Q3 | $410K | Buy |
7,312
+779
| +12% | +$43.7K | 1.18% | 22 |
|
|
2022
Q2 | $411K | Buy |
6,533
+750
| +13% | +$47.2K | 1.31% | 20 |
|
|
2022
Q1 | $358K | Hold |
5,783
| – | – | 0.97% | 24 |
|
|
2021
Q4 | $342K | Buy |
+5,783
| New | +$342K | 0.89% | 29 |
|