Patriot Financial Group Insurance Agency’s Coca-Cola Consolidated COKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-150
| Closed | -$8K | – | 697 |
|
|
2022
Q2 | $8K | Sell |
150
-500
| -77% | -$26.7K | ﹤0.01% | 1324 |
|
|
2022
Q1 | $32K | Hold |
650
| – | – | 0.01% | 911 |
|
|
2021
Q4 | $40K | Hold |
650
| – | – | 0.01% | 954 |
|
|
2021
Q3 | $26K | Hold |
650
| – | – | ﹤0.01% | 1092 |
|
|
2021
Q2 | $26K | Buy |
650
+150
| +30% | +$6K | ﹤0.01% | 1069 |
|
|
2021
Q1 | $14K | Hold |
500
| – | – | ﹤0.01% | 1232 |
|
|
2020
Q4 | $13K | Hold |
500
| – | – | ﹤0.01% | 1124 |
|
|
2020
Q3 | $12K | Hold |
500
| – | – | ﹤0.01% | 967 |
|
|
2020
Q2 | $11K | Hold |
500
| – | – | ﹤0.01% | 934 |
|
|
2020
Q1 | $10K | Hold |
500
| – | – | ﹤0.01% | 851 |
|
|
2019
Q4 | $14K | Hold |
500
| – | – | 0.01% | 758 |
|
|
2019
Q3 | $15K | Sell |
500
-100
| -17% | -$3K | 0.01% | 711 |
|
|
2019
Q2 | $19K | Hold |
600
| – | – | 0.01% | 653 |
|
|
2019
Q1 | $17K | Buy |
600
+100
| +20% | +$2.83K | 0.01% | 582 |
|
|
2018
Q4 | $9K | Sell |
500
-1,000
| -67% | -$18K | 0.01% | 627 |
|
|
2018
Q3 | $27K | Hold |
1,500
| – | – | 0.02% | 419 |
|
|
2018
Q2 | $20K | Buy |
1,500
+500
| +50% | +$6.67K | 0.02% | 289 |
|
|
2018
Q1 | $17K | Hold |
1,000
| – | – | 0.01% | 501 |
|
|
2017
Q4 | $21K | Buy |
+1,000
| New | +$21K | 0.02% | 440 |
|