Optimum Investment Advisors’s Coca-Cola Consolidated COKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.7K | Buy |
150
+50
| +50% | +$5.58K | 0.01% | 458 |
|
|
2025
Q1 | $13.5K | Buy |
+100
| New | +$13.5K | 0.01% | 482 |
|
|
2021
Q2 | – | Sell |
-1,000
| Closed | -$29K | – | 909 |
|
|
2021
Q1 | $29K | Hold |
1,000
| – | – | 0.01% | 605 |
|
|
2020
Q4 | $27K | Hold |
1,000
| – | – | 0.01% | 577 |
|
|
2020
Q3 | $24K | Hold |
1,000
| – | – | 0.01% | 573 |
|
|
2020
Q2 | $23K | Hold |
1,000
| – | – | 0.01% | 579 |
|
|
2020
Q1 | $21K | Hold |
1,000
| – | – | 0.01% | 561 |
|
|
2019
Q4 | $28K | Hold |
1,000
| – | – | 0.01% | 617 |
|
|
2019
Q3 | $30K | Buy |
+1,000
| New | +$30K | 0.01% | 608 |
|
|
2019
Q1 | – | Sell |
-4,000
| Closed | -$71K | – | 989 |
|
|
2018
Q4 | $71K | Sell |
4,000
-3,000
| -43% | -$53.3K | 0.02% | 406 |
|
|
2018
Q3 | $128K | Buy |
7,000
+3,000
| +75% | +$54.9K | 0.04% | 368 |
|
|
2018
Q2 | $54K | Hold |
4,000
| – | – | 0.02% | 517 |
|
|
2018
Q1 | $69K | Buy |
+4,000
| New | +$69K | 0.02% | 466 |
|