NFP Retirement Inc’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 | $1.05M | Sell |
14,882
-2,161
| -13% | -$153K | 0.07% | 130 |
|
|
2025
Q1 | $1.22M | Sell |
17,043
-104
| -0.6% | -$7.45K | 0.1% | 107 |
|
|
2024
Q4 | $1.07M | Buy |
17,147
+1,026
| +6% | +$63.9K | 0.08% | 118 |
|
|
2024
Q3 | $1.16M | Sell |
16,121
-1,739
| -10% | -$125K | 0.09% | 112 |
|
|
2024
Q2 | $1.14M | Buy |
17,860
+32
| +0.2% | +$2.04K | 0.1% | 111 |
|
|
2024
Q1 | $1.09M | Sell |
17,828
-34
| -0.2% | -$2.08K | 0.09% | 112 |
|
|
2023
Q4 | $1.05M | Buy |
17,862
+384
| +2% | +$22.6K | 0.18% | 92 |
|
|
2023
Q3 | $978K | Sell |
17,478
-21
| -0.1% | -$1.18K | 0.19% | 94 |
|
|
2023
Q2 | $1.05M | Buy |
17,499
+137
| +0.8% | +$8.25K | 0.2% | 92 |
|
|
2023
Q1 | $1.08M | Buy |
17,362
+293
| +2% | +$18.2K | 0.21% | 94 |
|
|
2022
Q4 | $1.09M | Sell |
17,069
-81
| -0.5% | -$5.15K | 0.24% | 85 |
|
|
2022
Q3 | $961K | Buy |
17,150
+148
| +0.9% | +$8.29K | 0.24% | 85 |
|
|
2022
Q2 | $1.07M | Sell |
17,002
-3,472
| -17% | -$218K | 0.27% | 74 |
|
|
2022
Q1 | $1.27M | Buy |
+20,474
| New | +$1.27M | 0.3% | 67 |
|