LPL Financial’s Coca-Cola Femsa KOF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.79M | Buy |
18,481
+7,139
| +63% | +$691K | ﹤0.01% | 3206 |
|
|
2025
Q1 | $1.04M | Sell |
11,342
-2,238
| -16% | -$204K | ﹤0.01% | 3495 |
|
|
2024
Q4 | $1.06M | Buy |
13,580
+413
| +3% | +$32.2K | ﹤0.01% | 3410 |
|
|
2024
Q3 | $1.17M | Sell |
13,167
-2,268
| -15% | -$201K | ﹤0.01% | 3206 |
|
|
2024
Q2 | $1.32M | Buy |
15,435
+1,140
| +8% | +$97.9K | ﹤0.01% | 2950 |
|
|
2024
Q1 | $1.39M | Sell |
14,295
-23,132
| -62% | -$2.25M | ﹤0.01% | 2868 |
|
|
2023
Q4 | $3.54M | Buy |
37,427
+6,120
| +20% | +$579K | ﹤0.01% | 1919 |
|
|
2023
Q3 | $2.46M | Sell |
31,307
-11,527
| -27% | -$904K | ﹤0.01% | 2132 |
|
|
2023
Q2 | $3.57M | Sell |
42,834
-3,553
| -8% | -$296K | ﹤0.01% | 1789 |
|
|
2023
Q1 | $3.73M | Buy |
46,387
+4,168
| +10% | +$335K | ﹤0.01% | 1688 |
|
|
2022
Q4 | $2.87M | Buy |
42,219
+2,490
| +6% | +$169K | ﹤0.01% | 1802 |
|
|
2022
Q3 | $2.32M | Buy |
39,729
+3,827
| +11% | +$223K | ﹤0.01% | 1864 |
|
|
2022
Q2 | $1.99M | Buy |
35,902
+3,268
| +10% | +$181K | ﹤0.01% | 2034 |
|
|
2022
Q1 | $1.79M | Buy |
32,634
+9,318
| +40% | +$512K | ﹤0.01% | 2136 |
|
|
2021
Q4 | $1.28M | Buy |
23,316
+14,652
| +169% | +$802K | ﹤0.01% | 2435 |
|
|
2021
Q3 | $488K | Buy |
8,664
+805
| +10% | +$45.3K | ﹤0.01% | 3224 |
|
|
2021
Q2 | $416K | Buy |
+7,859
| New | +$416K | ﹤0.01% | 3299 |
|