Proficio Capital Partners’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 | $363K | Sell |
3,250
-60
| -2% | -$6.7K | 0.02% | 298 |
|
|
2025
Q1 | $447K | Sell |
3,310
-290
| -8% | -$39.2K | 0.03% | 229 |
|
|
2024
Q4 | $454K | Buy |
3,600
+1,300
| +57% | +$164K | 0.04% | 209 |
|
|
2024
Q3 | $303K | Sell |
2,300
-1,280
| -36% | -$169K | 0.03% | 217 |
|
|
2024
Q2 | $388K | Hold |
3,580
| – | – | 0.04% | 201 |
|
|
2024
Q1 | $303K | Hold |
3,580
| – | – | 0.03% | 244 |
|
|
2023
Q4 | $332K | Hold |
3,580
| – | – | 0.04% | 206 |
|
|
2023
Q3 | $228K | Hold |
3,580
| – | – | 0.03% | 265 |
|
|
2023
Q2 | $228K | Buy |
+3,580
| New | +$228K | 0.03% | 261 |
|