Oxford 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 | $869K | Sell |
12,278
-1,731
| -12% | -$122K | 0.05% | 93 |
|
|
2025
Q1 | $1M | Sell |
14,009
-37
| -0.3% | -$2.65K | 0.07% | 83 |
|
|
2024
Q4 | $875K | Sell |
14,046
-392
| -3% | -$24.4K | 0.06% | 102 |
|
|
2024
Q3 | $1.04M | Sell |
14,438
-1,435
| -9% | -$103K | 0.07% | 89 |
|
|
2024
Q2 | $1.01M | Buy |
15,873
+1,194
| +8% | +$76K | 0.07% | 92 |
|
|
2024
Q1 | $898K | Sell |
14,679
-3,225
| -18% | -$197K | 0.06% | 88 |
|
|
2023
Q4 | $1.06M | Buy |
17,904
+4,022
| +29% | +$237K | 0.08% | 79 |
|
|
2023
Q3 | $777K | Sell |
13,882
-3,844
| -22% | -$215K | 0.07% | 94 |
|
|
2023
Q2 | $1.07M | Buy |
17,726
+108
| +0.6% | +$6.5K | 0.1% | 71 |
|
|
2023
Q1 | $1.09M | Sell |
17,618
-4,776
| -21% | -$296K | 0.12% | 62 |
|
|
2022
Q4 | $1.42M | Buy |
22,394
+1,662
| +8% | +$106K | 0.17% | 54 |
|
|
2022
Q3 | $1.16M | Sell |
20,732
-978
| -5% | -$54.8K | 0.17% | 59 |
|
|
2022
Q2 | $1.37M | Buy |
21,710
+314
| +1% | +$19.8K | 0.2% | 52 |
|
|
2022
Q1 | $1.33M | Buy |
21,396
+674
| +3% | +$41.8K | 0.17% | 57 |
|
|
2021
Q4 | $1.23M | Sell |
20,722
-479
| -2% | -$28.4K | 0.14% | 67 |
|
|
2021
Q3 | $1.11M | Buy |
21,201
+10,003
| +89% | +$525K | 0.14% | 67 |
|
|
2021
Q2 | $606K | Sell |
11,198
-251
| -2% | -$13.6K | 0.08% | 99 |
|
|
2021
Q1 | $603K | Sell |
11,449
-230
| -2% | -$12.1K | 0.08% | 97 |
|
|
2020
Q4 | $640K | Buy |
11,679
+230
| +2% | +$12.6K | 0.09% | 90 |
|
|
2020
Q3 | $565K | Buy |
11,449
+163
| +1% | +$8.04K | 0.09% | 88 |
|
|
2020
Q2 | $504K | Sell |
11,286
-219
| -2% | -$9.78K | 0.09% | 93 |
|
|
2020
Q1 | $509K | Buy |
+11,505
| New | +$509K | 0.1% | 84 |
|