Northeast 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 | $264K | Buy |
3,728
+886
| +31% | +$62.7K | 0.08% | 74 |
|
|
2025
Q1 | $204K | Sell |
2,842
-447
| -14% | -$32K | 0.07% | 81 |
|
|
2024
Q4 | $205K | Hold |
3,289
| – | – | 0.08% | 80 |
|
|
2024
Q3 | $236K | Hold |
3,289
| – | – | 0.09% | 74 |
|
|
2024
Q2 | $209K | Hold |
3,289
| – | – | 0.09% | 68 |
|
|
2024
Q1 | $201K | Buy |
+3,289
| New | +$201K | 0.09% | 72 |
|
|
2023
Q3 | – | Sell |
-3,492
| Closed | -$210K | – | 65 |
|
|
2023
Q2 | $210K | Buy |
3,492
+153
| +5% | +$9.22K | 0.13% | 63 |
|
|
2023
Q1 | $205K | Hold |
3,339
| – | – | 0.15% | 53 |
|
|
2022
Q4 | $212K | Buy |
+3,339
| New | +$212K | 0.17% | 52 |
|
|
2022
Q3 | – | Sell |
-3,332
| Closed | -$210K | – | 34 |
|
|
2022
Q2 | $210K | Sell |
3,332
-979
| -23% | -$61.6K | 0.18% | 31 |
|
|
2022
Q1 | $267K | Buy |
4,311
+95
| +2% | +$5.89K | 0.19% | 35 |
|
|
2021
Q4 | $250K | Sell |
4,216
-8
| -0.2% | -$474 | 0.15% | 42 |
|
|
2021
Q3 | $222K | Buy |
4,224
+3
| +0.1% | +$157 | 0.14% | 41 |
|
|
2021
Q2 | $228K | Sell |
4,221
-177
| -4% | -$9.58K | 0.15% | 43 |
|
|
2021
Q1 | $232K | Hold |
4,398
| – | – | 0.15% | 41 |
|
|
2020
Q4 | $241K | Buy |
+4,398
| New | +$241K | 0.18% | 36 |
|