Next Financial Group’s Coca-Cola KO Stock Holding History

Next Financial Group’s Portfolio KO Stock Details KO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q4	$1.82M	Sell	30,773 -1,040	-3%	-$61.6K	0.12%	189
2021 Q3	$1.67M	Buy	31,813 +9,855	+45%	+$518K	0.13%	175
2021 Q2	$1.19M	Sell	21,958 -1,157	-5%	-$62.6K	0.1%	226
2021 Q1	$1.22M	Buy	23,115 +1,355	+6%	+$71.5K	0.11%	209
2020 Q4	$1.19M	Buy	21,760 +2,227	+11%	+$122K	0.11%	184
2020 Q3	$965K	Buy	19,533 +1,898	+11%	+$93.8K	0.1%	201
2020 Q2	$788K	Buy	17,635 +145	+0.8%	+$6.48K	0.09%	227
2020 Q1	$774K	Buy	17,490 +1,451	+9%	+$64.2K	0.1%	194
2019 Q4	$887K	Sell	16,039 -3,292	-17%	-$182K	0.09%	244
2019 Q3	$1.05M	Sell	19,331 -792	-4%	-$43.1K	0.11%	228
2019 Q2	$1.03M	Buy	20,123 +8,939	+80%	+$455K	0.11%	222
2019 Q1	$525K	Sell	11,184 -11,698	-51%	-$549K	0.13%	108
2018 Q4	$1.08M	Buy	22,882 +5,393	+31%	+$255K	0.23%	109
2018 Q3	$808K	Sell	17,489 -6,281	-26%	-$290K	0.37%	54
2018 Q2	$1.04M	Sell	23,770 -13,352	-36%	-$586K	0.4%	61
2018 Q1	$1.61M	Buy	37,122 +13,978	+60%	+$607K	0.34%	79
2017 Q4	$1.06M	Sell	23,144 -13,140	-36%	-$603K	0.45%	65
2017 Q3	$1.68M	Sell	36,284 -10,234	-22%	-$473K	0.47%	49
2017 Q2	$2.09M	Sell	46,518 -690	-1%	-$30.9K	0.51%	39
2017 Q1	$2.04M	Sell	47,208 -29,757	-39%	-$1.28M	0.57%	34
2016 Q4	$3.19M	Sell	76,965 -2,784	-3%	-$115K	0.56%	27
2016 Q3	$3.38M	Buy	79,749 +31,690	+66%	+$1.34M	0.61%	25
2016 Q2	$2.18M	Buy	48,059 +1,681	+4%	+$76.2K	0.69%	22
2016 Q1	$2.15M	Buy	46,378 +721	+2%	+$33.4K	0.76%	21
2015 Q4	$1.96M	Sell	45,657 -285	-0.6%	-$12.2K	0.73%	20
2015 Q3	$1.84M	Sell	45,942 -2,486	-5%	-$99.7K	0.66%	23
2015 Q2	$1.9M	Sell	48,428 -3,507	-7%	-$138K	0.65%	23
2015 Q1	$2.11M	Sell	51,935 -1,546	-3%	-$62.7K	0.68%	24
2014 Q4	$2.26M	Sell	53,481 -31,268	-37%	-$1.32M	0.75%	20
2014 Q3	$3.62M	Sell	84,749 -12,898	-13%	-$550K	0.72%	18
2014 Q2	$3.85M	Buy	+97,647	New	+$3.85M	2.01%	8