Patriot Financial Group Insurance Agency’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 | $1.21M | Buy |
17,132
+1,682
| +11% | +$119K | 0.14% | 178 |
|
|
2025
Q1 | $1.11M | Sell |
15,450
-424
| -3% | -$30.4K | 0.15% | 174 |
|
|
2024
Q4 | $988K | Buy |
15,874
+1,096
| +7% | +$68.2K | 0.13% | 180 |
|
|
2024
Q3 | $1.06M | Buy |
14,778
+392
| +3% | +$28.2K | 0.14% | 171 |
|
|
2024
Q2 | $916K | Buy |
14,386
+102
| +0.7% | +$6.49K | 0.13% | 172 |
|
|
2024
Q1 | $874K | Buy |
14,284
+501
| +4% | +$30.7K | 0.14% | 166 |
|
|
2023
Q4 | $812K | Sell |
13,783
-3,511
| -20% | -$207K | 0.15% | 155 |
|
|
2023
Q3 | $968K | Buy |
17,294
+363
| +2% | +$20.3K | 0.2% | 132 |
|
|
2023
Q2 | $1.02M | Sell |
16,931
-515
| -3% | -$31K | 0.19% | 129 |
|
|
2023
Q1 | $1.08M | Buy |
17,446
+1,294
| +8% | +$80.3K | 0.22% | 110 |
|
|
2022
Q4 | $1.03M | Buy |
16,152
+764
| +5% | +$48.6K | 0.14% | 103 |
|
|
2022
Q3 | $862K | Buy |
15,388
+380
| +3% | +$21.3K | 0.21% | 123 |
|
|
2022
Q2 | $944K | Buy |
15,008
+1,055
| +8% | +$66.4K | 0.19% | 113 |
|
|
2022
Q1 | $865K | Sell |
13,953
-917
| -6% | -$56.8K | 0.15% | 146 |
|
|
2021
Q4 | $880K | Buy |
14,870
+44
| +0.3% | +$2.6K | 0.15% | 147 |
|
|
2021
Q3 | $778K | Buy |
14,826
+1,279
| +9% | +$67.1K | 0.14% | 162 |
|
|
2021
Q2 | $733K | Buy |
13,547
+1,577
| +13% | +$85.3K | 0.13% | 165 |
|
|
2021
Q1 | $631K | Buy |
11,970
+48
| +0.4% | +$2.53K | 0.14% | 161 |
|
|
2020
Q4 | $654K | Buy |
11,922
+2,187
| +22% | +$120K | 0.16% | 138 |
|
|
2020
Q3 | $481K | Sell |
9,735
-234
| -2% | -$11.6K | 0.16% | 140 |
|
|
2020
Q2 | $445K | Sell |
9,969
-3,026
| -23% | -$135K | 0.17% | 133 |
|
|
2020
Q1 | $575K | Sell |
12,995
-91
| -0.7% | -$4.03K | 0.26% | 77 |
|
|
2019
Q4 | $724K | Sell |
13,086
-565
| -4% | -$31.3K | 0.27% | 75 |
|
|
2019
Q3 | $743K | Sell |
13,651
-658
| -5% | -$35.8K | 0.33% | 57 |
|
|
2019
Q2 | $744K | Buy |
14,309
+2,093
| +17% | +$109K | 0.32% | 52 |
|
|
2019
Q1 | $572K | Buy |
12,216
+614
| +5% | +$28.8K | 0.29% | 58 |
|
|
2018
Q4 | $549K | Buy |
11,602
+1,729
| +18% | +$81.8K | 0.36% | 48 |
|
|
2018
Q3 | $456K | Sell |
9,873
-1,198
| -11% | -$55.3K | 0.27% | 58 |
|
|
2018
Q2 | $486K | Sell |
11,071
-5,633
| -34% | -$247K | 0.52% | 34 |
|
|
2018
Q1 | $713K | Buy |
16,704
+242
| +1% | +$10.3K | 0.53% | 37 |
|
|
2017
Q4 | $761K | Sell |
16,462
-974
| -6% | -$45K | 0.57% | 28 |
|
|
2017
Q3 | $792K | Buy |
17,436
+473
| +3% | +$21.5K | 0.71% | 20 |
|
|
2017
Q2 | $753K | Buy |
16,963
+95
| +0.6% | +$4.22K | 0.78% | 18 |
|
|
2017
Q1 | $718K | Buy |
16,868
+3,373
| +25% | +$144K | 0.76% | 19 |
|
|
2016
Q4 | $558K | Buy |
+13,495
| New | +$558K | 0.76% | 19 |
|