Phoenix Financial’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 | $3.24M | Buy |
45,726
+5,461
| +14% | +$387K | 0.04% | 156 |
|
|
2025
Q1 | $2.9M | Sell |
40,265
-567
| -1% | -$40.8K | 0.04% | 159 |
|
|
2024
Q4 | $2.54M | Sell |
40,832
-6,230
| -13% | -$388K | 0.03% | 177 |
|
|
2024
Q3 | $3.39M | Buy |
47,062
+30,808
| +190% | +$2.22M | 0.05% | 161 |
|
|
2024
Q2 | $1.04M | Buy |
16,254
+8,644
| +114% | +$552K | 0.02% | 214 |
|
|
2024
Q1 | $464K | Sell |
7,610
-657
| -8% | -$40.1K | 0.01% | 274 |
|
|
2023
Q4 | $547K | Buy |
+8,267
| New | +$547K | 0.01% | 238 |
|
|
2020
Q4 | – | Sell |
-23,387
| Closed | -$1.08M | – | 397 |
|
|
2020
Q3 | $1.08M | Sell |
23,387
-7,222
| -24% | -$333K | 0.05% | 189 |
|
|
2020
Q2 | $1.29M | Buy |
30,609
+11,739
| +62% | +$493K | 0.05% | 189 |
|
|
2020
Q1 | $818K | Buy |
+18,870
| New | +$818K | 0.04% | 222 |
|