Oxford Financial Group’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $869K | Sell |
|
|||||
|
2025
Q1 | $1M | Sell |
|
|||||
|
2024
Q4 | $875K | Sell |
|
|||||
|
2024
Q3 | $1.04M | Sell |
|
|||||
|
2024
Q2 | $1.01M | Buy |
|
|||||
|
2024
Q1 | $898K | Sell |
|
|||||
|
2023
Q4 | $1.06M | Buy |
|
|||||
|
2023
Q3 | $777K | Sell |
|
|||||
|
2023
Q2 | $1.07M | Buy |
|
|||||
|
2023
Q1 | $1.09M | Sell |
|
|||||
|
2022
Q4 | $1.42M | Buy |
|
|||||
|
2022
Q3 | $1.16M | Sell |
|
|||||
|
2022
Q2 | $1.37M | Buy |
|
|||||
|
2022
Q1 | $1.33M | Buy |
|
|||||
|
2021
Q4 | $1.23M | Sell |
|
|||||
|
2021
Q3 | $1.11M | Buy |
|
|||||
|
2021
Q2 | $606K | Sell |
|
|||||
|
2021
Q1 | $603K | Sell |
|
|||||
|
2020
Q4 | $640K | Buy |
|
|||||
|
2020
Q3 | $565K | Buy |
|
|||||
|
2020
Q2 | $504K | Sell |
|
|||||
|
2020
Q1 | $509K | Buy |
|