New Century Financial 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 | $224K | Sell |
3,163
-2,846
| -47% | -$201K | 0.26% | 97 |
|
|
2025
Q1 | $430K | Sell |
6,009
-5,713
| -49% | -$409K | 0.5% | 66 |
|
|
2024
Q4 | $724K | Sell |
11,722
-53
| -0.5% | -$3.27K | 0.31% | 93 |
|
|
2024
Q3 | $846K | Sell |
11,775
-322
| -3% | -$23.1K | 0.31% | 93 |
|
|
2024
Q2 | $770K | Buy |
12,097
+3,420
| +39% | +$218K | 0.33% | 89 |
|
|
2024
Q1 | $531K | Sell |
8,677
-1,449
| -14% | -$88.7K | 0.37% | 89 |
|
|
2023
Q4 | $597K | Buy |
+10,126
| New | +$597K | 0.52% | 68 |
|