Oldfather Financial Services’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3,683
| Closed | -$232K | – | 62 |
|
|
2022
Q2 | $232K | Buy |
3,683
+13
| +0.4% | +$819 | 0.13% | 57 |
|
|
2022
Q1 | $243K | Sell |
3,670
-19
| -0.5% | -$1.26K | 0.13% | 58 |
|
|
2021
Q4 | $225K | Buy |
3,689
+45
| +1% | +$2.75K | 0.12% | 59 |
|
|
2021
Q3 | $206K | Buy |
3,644
+14
| +0.4% | +$791 | 0.11% | 62 |
|
|
2021
Q2 | $206K | Sell |
3,630
-326
| -8% | -$18.5K | 0.11% | 57 |
|
|
2021
Q1 | $210K | Buy |
+3,956
| New | +$210K | 0.12% | 61 |
|
|
2020
Q4 | – | Sell |
-4,120
| Closed | -$207K | – | 62 |
|
|
2020
Q3 | $207K | Buy |
+4,120
| New | +$207K | 0.15% | 59 |
|
|
2020
Q1 | – | Sell |
-3,734
| Closed | -$213K | – | 60 |
|
|
2019
Q4 | $213K | Buy |
+3,734
| New | +$213K | 0.2% | 54 |
|