Next Financial Group’s Coca-Cola Consolidated COKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-160
| Closed | -$4K | – | 1772 |
|
|
2017
Q2 | $4K | Hold |
160
| – | – | ﹤0.01% | 1590 |
|
|
2017
Q1 | $3K | Hold |
160
| – | – | ﹤0.01% | 1615 |
|
|
2016
Q4 | $3K | Hold |
160
| – | – | ﹤0.01% | 2067 |
|
|
2016
Q3 | $2K | Hold |
160
| – | – | ﹤0.01% | 2135 |
|
|
2016
Q2 | $2K | Hold |
160
| – | – | ﹤0.01% | 1571 |
|
|
2016
Q1 | $2K | Hold |
160
| – | – | ﹤0.01% | 1525 |
|
|
2015
Q4 | $2K | Sell |
160
-600
| -79% | -$7.5K | ﹤0.01% | 1575 |
|
|
2015
Q3 | $14K | Hold |
760
| – | – | 0.01% | 1074 |
|
|
2015
Q2 | $11K | Hold |
760
| – | – | ﹤0.01% | 1224 |
|
|
2015
Q1 | $8K | Hold |
760
| – | – | ﹤0.01% | 1326 |
|
|
2014
Q4 | $7K | Hold |
760
| – | – | ﹤0.01% | 1375 |
|
|
2014
Q3 | $6K | Hold |
760
| – | – | ﹤0.01% | 1968 |
|
|
2014
Q2 | $6K | Buy |
+760
| New | +$6K | ﹤0.01% | 873 |
|