Lokken Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $351K | Sell |
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|
2025
Q1 | $357K | Sell |
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|
2024
Q4 | $322K | Sell |
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|
2024
Q3 | $438K | Buy |
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|
2024
Q2 | $386K | Buy |
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|
2024
Q1 | $369K | Hold |
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|
2023
Q4 | $356K | Sell |
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|
2023
Q3 | $347K | Buy |
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|
2023
Q2 | $362K | Sell |
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|
2023
Q1 | $376K | Buy |
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|
2022
Q4 | $358K | Sell |
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|
2022
Q3 | $317K | Buy |
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|
2022
Q2 | $352K | Hold |
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|
2022
Q1 | $361K | Sell |
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|
2021
Q4 | $338K | Buy |
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|
2021
Q3 | $294K | Hold |
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|
2021
Q2 | $303K | Sell |
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|
2021
Q1 | $306K | Buy |
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|
2020
Q4 | $280K | Buy |
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