LFASL
Lugano Financial Advisors SA (LFA)’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $256K | Buy |
3,622
+142
| +4% | +$10K | 0.15% | 65 |
|
|
2025
Q1 | $249K | Buy |
3,480
+380
| +12% | +$27.2K | 0.17% | 63 |
|
|
2024
Q4 | $193K | Buy |
3,100
+300
| +11% | +$18.7K | 0.13% | 74 |
|
|
2024
Q3 | $201K | Hold |
2,800
| – | – | 0.14% | 75 |
|
|
2024
Q2 | $178K | Buy |
2,800
+1,200
| +75% | +$76.4K | 0.14% | 68 |
|
|
2024
Q1 | $97.9K | Hold |
1,600
| – | – | 0.07% | 109 |
|
|
2023
Q4 | $94.3K | Hold |
1,600
| – | – | 0.07% | 91 |
|
|
2023
Q3 | $89.6K | Sell |
1,600
-1,600
| -50% | -$89.6K | 0.08% | 92 |
|
|
2023
Q2 | $193K | Buy |
+3,200
| New | +$193K | 0.13% | 75 |
|
|
2022
Q4 | – | Sell |
-550
| Closed | -$31K | – | 122 |
|
|
2022
Q3 | $31K | Hold |
550
| – | – | 0.02% | 93 |
|
|
2022
Q2 | $34K | Buy |
+550
| New | +$34K | 0.02% | 97 |
|
|
2022
Q1 | – | Sell |
-860
| Closed | -$51K | – | 122 |
|
|
2021
Q4 | $51K | Buy |
+860
| New | +$51K | 0.03% | 93 |
|
|
2020
Q3 | – | Sell |
-475
| Closed | -$22K | – | 118 |
|
|
2020
Q2 | $22K | Buy |
475
+23
| +5% | +$1.07K | 0.02% | 101 |
|
|
2020
Q1 | $26K | Sell |
452
-100
| -18% | -$5.75K | 0.02% | 111 |
|
|
2019
Q4 | $31K | Buy |
+552
| New | +$31K | 0.02% | 115 |
|
|
2019
Q2 | $28K | Buy |
552
+429
| +349% | +$21.8K | 0.02% | 117 |
|
|
2019
Q1 | $5K | Buy |
+123
| New | +$5K | ﹤0.01% | 130 |
|