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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$256K Buy
2025
Q2
$264K Buy
2025
Q1
$204K Sell
2024
Q4
$205K Hold
2024
Q3
$236K Hold
2024
Q2
$209K Hold
2024
Q1
$201K Buy
2023
Q3
Sell
2023
Q2
$210K Buy
2023
Q1
$205K Hold
2022
Q4
$212K Buy
2022
Q3
Sell
2022
Q2
$210K Sell
2022
Q1
$267K Buy
2021
Q4
$250K Sell
2021
Q3
$222K Buy
2021
Q2
$228K Sell
2021
Q1
$232K Hold
2020
Q4
$241K Buy