Mark Sheptoff Financial Planning’s Coca-Cola Consolidated COKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.3K | Hold |
200
| – | – | 0.01% | 261 |
|
|
2025
Q1 | $27K | Hold |
200
| – | – | 0.01% | 223 |
|
|
2024
Q4 | $25.2K | Hold |
200
| – | – | 0.01% | 240 |
|
|
2024
Q3 | $26.3K | Hold |
200
| – | – | 0.01% | 227 |
|
|
2024
Q2 | $21.7K | Hold |
200
| – | – | 0.01% | 248 |
|
|
2024
Q1 | $16.9K | Hold |
200
| – | – | 0.01% | 250 |
|
|
2023
Q4 | $18.6K | Hold |
200
| – | – | 0.01% | 236 |
|
|
2023
Q3 | $12.7K | Hold |
200
| – | – | 0.01% | 251 |
|
|
2023
Q2 | $12.7K | Hold |
200
| – | – | 0.01% | 259 |
|
|
2023
Q1 | $10.7K | Hold |
200
| – | – | 0.01% | 259 |
|
|
2022
Q4 | $10.2K | Hold |
200
| – | – | 0.01% | 265 |
|
|
2022
Q3 | $8K | Hold |
200
| – | – | ﹤0.01% | 265 |
|
|
2022
Q2 | $11K | Hold |
200
| – | – | 0.01% | 251 |
|
|
2022
Q1 | $10K | Hold |
200
| – | – | 0.01% | 295 |
|
|
2021
Q4 | $12K | Hold |
200
| – | – | 0.01% | 298 |
|
|
2021
Q3 | $8K | Hold |
200
| – | – | ﹤0.01% | 318 |
|
|
2021
Q2 | $8K | Hold |
200
| – | – | ﹤0.01% | 339 |
|
|
2021
Q1 | $6K | Hold |
200
| – | – | ﹤0.01% | 309 |
|
|
2020
Q4 | $5K | Hold |
200
| – | – | ﹤0.01% | 307 |
|
|
2020
Q3 | $5K | Hold |
200
| – | – | ﹤0.01% | 269 |
|
|
2020
Q2 | $5K | Hold |
200
| – | – | ﹤0.01% | 296 |
|
|
2020
Q1 | $4K | Buy |
+200
| New | +$4K | ﹤0.01% | 278 |
|