Paragon Financial Partners’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 | $278K | Sell |
3,933
-67
| -2% | -$4.74K | 0.19% | 60 |
|
|
2025
Q1 | $286K | Buy |
4,000
+10
| +0.3% | +$716 | 0.22% | 59 |
|
|
2024
Q4 | $248K | Sell |
3,990
-217
| -5% | -$13.5K | 0.19% | 65 |
|
|
2024
Q3 | $302K | Hold |
4,207
| – | – | 0.22% | 67 |
|
|
2024
Q2 | $268K | Hold |
4,207
| – | – | 0.21% | 71 |
|
|
2024
Q1 | $257K | Hold |
4,207
| – | – | 0.21% | 73 |
|
|
2023
Q4 | $248K | Sell |
4,207
-20
| -0.5% | -$1.18K | 0.24% | 72 |
|
|
2023
Q3 | $237K | Sell |
4,227
-200
| -5% | -$11.2K | 0.25% | 71 |
|
|
2023
Q2 | $267K | Sell |
4,427
-200
| -4% | -$12K | 0.25% | 69 |
|
|
2023
Q1 | $287K | Buy |
4,627
+20
| +0.4% | +$1.24K | 0.3% | 60 |
|
|
2022
Q4 | $293K | Hold |
4,607
| – | – | 0.32% | 56 |
|
|
2022
Q3 | $258K | Sell |
4,607
-400
| -8% | -$22.4K | 0.29% | 62 |
|
|
2022
Q2 | $315K | Sell |
5,007
-1,031
| -17% | -$64.9K | 0.32% | 57 |
|
|
2022
Q1 | $374K | Hold |
6,038
| – | – | 0.33% | 60 |
|
|
2021
Q4 | $358K | Buy |
+6,038
| New | +$358K | 0.29% | 62 |
|