Lokken Investment Group’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 | $351K | Sell |
4,961
-18
| -0.4% | -$1.27K | 0.14% | 101 |
|
|
2025
Q1 | $357K | Sell |
4,979
-201
| -4% | -$14.4K | 0.15% | 92 |
|
|
2024
Q4 | $322K | Sell |
5,180
-919
| -15% | -$57.2K | 0.14% | 99 |
|
|
2024
Q3 | $438K | Buy |
6,099
+33
| +0.5% | +$2.37K | 0.18% | 94 |
|
|
2024
Q2 | $386K | Buy |
6,066
+28
| +0.5% | +$1.78K | 0.18% | 94 |
|
|
2024
Q1 | $369K | Hold |
6,038
| – | – | 0.18% | 98 |
|
|
2023
Q4 | $356K | Sell |
6,038
-169
| -3% | -$9.96K | 0.2% | 93 |
|
|
2023
Q3 | $347K | Buy |
6,207
+200
| +3% | +$11.2K | 0.23% | 90 |
|
|
2023
Q2 | $362K | Sell |
6,007
-55
| -0.9% | -$3.31K | 0.24% | 91 |
|
|
2023
Q1 | $376K | Buy |
6,062
+433
| +8% | +$26.9K | 0.29% | 87 |
|
|
2022
Q4 | $358K | Sell |
5,629
-25
| -0.4% | -$1.59K | 0.28% | 80 |
|
|
2022
Q3 | $317K | Buy |
5,654
+65
| +1% | +$3.64K | 0.27% | 83 |
|
|
2022
Q2 | $352K | Hold |
5,589
| – | – | 0.29% | 76 |
|
|
2022
Q1 | $361K | Sell |
5,589
-120
| -2% | -$7.75K | 0.29% | 81 |
|
|
2021
Q4 | $338K | Buy |
5,709
+105
| +2% | +$6.22K | 0.24% | 92 |
|
|
2021
Q3 | $294K | Hold |
5,604
| – | – | 0.23% | 90 |
|
|
2021
Q2 | $303K | Sell |
5,604
-210
| -4% | -$11.4K | 0.25% | 87 |
|
|
2021
Q1 | $306K | Buy |
5,814
+700
| +14% | +$36.8K | 0.27% | 85 |
|
|
2020
Q4 | $280K | Buy |
+5,114
| New | +$280K | 0.26% | 73 |
|