Principal Securities’s Coca-Cola Consolidated COKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $172K | Buy |
1,540
+410
| +36% | +$45.8K | ﹤0.01% | 1296 |
|
|
2025
Q1 | $142K | Hold |
1,130
| – | – | ﹤0.01% | 1273 |
|
|
2024
Q4 | $142K | Sell |
1,130
-10
| -0.9% | -$1.26K | ﹤0.01% | 1270 |
|
|
2024
Q3 | $150K | Sell |
1,140
-120
| -10% | -$15.8K | ﹤0.01% | 1221 |
|
|
2024
Q2 | $137K | Buy |
1,260
+240
| +24% | +$26K | ﹤0.01% | 1197 |
|
|
2024
Q1 | $86.3K | Sell |
1,020
-30
| -3% | -$2.54K | ﹤0.01% | 1339 |
|
|
2023
Q4 | $97.5K | Buy |
+1,050
| New | +$97.5K | ﹤0.01% | 1199 |
|