Luts & Greenleigh 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
$1.56M Buy
22,056
+60
+0.3% +$4.25K 1.5% 15
2025
Q1
$1.58M Buy
21,996
+6
+0% +$430 1.57% 12
2024
Q4
$1.37M Buy
21,990
+157
+0.7% +$9.78K 1.35% 15
2024
Q3
$1.57M Buy
21,833
+105
+0.5% +$7.55K 1.51% 12
2024
Q2
$1.38M Buy
+21,728
New +$1.38M 1.44% 14
2023
Q4
$1.17M Sell
19,909
-894
-4% -$52.7K 1.48% 12
2023
Q3
$1.16M Sell
20,803
-59
-0.3% -$3.3K 1.45% 13
2023
Q2
$1.26M Sell
20,862
-348
-2% -$21K 1.55% 13
2023
Q1
$1.32M Sell
21,210
-850
-4% -$52.7K 1.67% 12
2022
Q4
$1.4M Buy
+22,060
New +$1.4M 1.78% 11