Northern Financial Advisors’s Keurig Dr Pepper KDP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $258K | Buy |
7,797
+250
| +3% | +$8.27K | 0.19% | 96 |
|
|
2025
Q1 | $258K | Sell |
7,547
-694
| -8% | -$23.7K | 0.21% | 94 |
|
|
2024
Q4 | $265K | Sell |
8,241
-1,007
| -11% | -$32.3K | 0.21% | 97 |
|
|
2024
Q3 | $347K | Sell |
9,248
-3
| -0% | -$112 | 0.26% | 88 |
|
|
2024
Q2 | $309K | Sell |
9,251
-380
| -4% | -$12.7K | 0.25% | 90 |
|
|
2024
Q1 | $295K | Sell |
9,631
-3
| -0% | -$92 | 0.23% | 97 |
|
|
2023
Q4 | $321K | Buy |
9,634
+2,670
| +38% | +$89K | 0.27% | 94 |
|
|
2023
Q3 | $220K | Buy |
+6,964
| New | +$220K | 0.2% | 110 |
|
|
2023
Q2 | – | Sell |
-6,768
| Closed | -$239K | – | 115 |
|
|
2023
Q1 | $239K | Sell |
6,768
-564
| -8% | -$19.9K | 0.22% | 101 |
|
|
2022
Q4 | $261K | Buy |
+7,332
| New | +$261K | 0.3% | 80 |
|