Prospera Financial Services’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 | $8.33M | Buy |
117,690
+24,160
| +26% | +$1.71M | 0.16% | 142 |
|
|
2025
Q1 | $6.7M | Buy |
93,530
+2,155
| +2% | +$154K | 0.15% | 151 |
|
|
2024
Q4 | $5.69M | Buy |
91,375
+4,522
| +5% | +$282K | 0.13% | 174 |
|
|
2024
Q3 | $6.24M | Sell |
86,853
-2,665
| -3% | -$192K | 0.16% | 142 |
|
|
2024
Q2 | $5.7M | Sell |
89,518
-2,559
| -3% | -$163K | 0.16% | 141 |
|
|
2024
Q1 | $5.64M | Sell |
92,077
-7,274
| -7% | -$445K | 0.17% | 129 |
|
|
2023
Q4 | $5.85M | Sell |
99,351
-33,991
| -25% | -$2M | 0.19% | 121 |
|
|
2023
Q3 | $7.47M | Sell |
133,342
-11,566
| -8% | -$648K | 0.29% | 75 |
|
|
2023
Q2 | $8.73M | Buy |
144,908
+14,618
| +11% | +$880K | 0.33% | 65 |
|
|
2023
Q1 | $8.08M | Buy |
130,290
+15,073
| +13% | +$935K | 0.33% | 61 |
|
|
2022
Q4 | $7.33M | Sell |
115,217
-521
| -0.5% | -$33.1K | 0.37% | 65 |
|
|
2022
Q3 | $6.49M | Buy |
115,738
+60,579
| +110% | +$3.39M | 0.34% | 60 |
|
|
2022
Q2 | $3.47M | Buy |
55,159
+389
| +0.7% | +$24.5K | 0.18% | 136 |
|
|
2022
Q1 | $3.4M | Buy |
54,770
+1,414
| +3% | +$87.7K | 0.14% | 176 |
|
|
2021
Q4 | $3.16M | Buy |
53,356
+7,765
| +17% | +$460K | 0.14% | 178 |
|
|
2021
Q3 | $2.39M | Sell |
45,591
-1,829
| -4% | -$96K | 0.12% | 205 |
|
|
2021
Q2 | $2.57M | Buy |
47,420
+1,760
| +4% | +$95.3K | 0.13% | 197 |
|
|
2021
Q1 | $2.41M | Buy |
45,660
+3,159
| +7% | +$167K | 0.14% | 177 |
|
|
2020
Q4 | $2.33M | Buy |
42,501
+23,279
| +121% | +$1.28M | 0.16% | 158 |
|
|
2020
Q3 | $949K | Sell |
19,222
-20,342
| -51% | -$1M | 0.36% | 59 |
|
|
2020
Q2 | $1.76M | Buy |
39,564
+6,043
| +18% | +$269K | 0.16% | 170 |
|
|
2020
Q1 | $1.48M | Sell |
33,521
-112
| -0.3% | -$4.96K | 0.16% | 155 |
|
|
2019
Q4 | $1.86M | Buy |
33,633
+2,442
| +8% | +$135K | 0.14% | 181 |
|
|
2019
Q3 | $1.7M | Buy |
31,191
+705
| +2% | +$38.4K | 0.17% | 119 |
|
|
2019
Q2 | $1.57M | Buy |
30,486
+1,473
| +5% | +$75.9K | 0.18% | 120 |
|
|
2019
Q1 | $1.35M | Buy |
29,013
+9,000
| +45% | +$419K | 0.44% | 68 |
|
|
2018
Q4 | $950K | Sell |
20,013
-968
| -5% | -$46K | 0.19% | 118 |
|
|
2018
Q3 | $940K | Sell |
20,981
-2,435
| -10% | -$109K | 0.18% | 132 |
|
|
2018
Q2 | $1.04M | Sell |
23,416
-229
| -1% | -$10.1K | 0.14% | 132 |
|
|
2018
Q1 | $1.04M | Buy |
23,645
+3,973
| +20% | +$174K | 0.14% | 137 |
|
|
2017
Q4 | $905K | Sell |
19,672
-919
| -4% | -$42.3K | 0.14% | 138 |
|
|
2017
Q3 | $933K | Buy |
20,591
+1,559
| +8% | +$70.6K | 0.14% | 136 |
|
|
2017
Q2 | $848K | Buy |
19,032
+3,535
| +23% | +$158K | 0.14% | 149 |
|
|
2017
Q1 | $658K | Buy |
15,497
+1,426
| +10% | +$60.5K | 0.12% | 151 |
|
|
2016
Q4 | $584K | Sell |
14,071
-1,811
| -11% | -$75.2K | 0.11% | 160 |
|
|
2016
Q3 | $672K | Buy |
15,882
+4,400
| +38% | +$186K | 0.14% | 137 |
|
|
2016
Q2 | $520K | Sell |
11,482
-621
| -5% | -$28.1K | 0.11% | 163 |
|
|
2016
Q1 | $560K | Buy |
12,103
+969
| +9% | +$44.8K | 0.12% | 131 |
|
|
2015
Q4 | $478K | Buy |
11,134
+476
| +4% | +$20.4K | 0.1% | 136 |
|
|
2015
Q3 | $408K | Buy |
10,658
+371
| +4% | +$14.2K | 0.1% | 140 |
|
|
2015
Q2 | $384K | Sell |
10,287
-736
| -7% | -$27.5K | 0.09% | 164 |
|
|
2015
Q1 | $427K | Sell |
11,023
-138
| -1% | -$5.35K | 0.1% | 160 |
|
|
2014
Q4 | $471K | Buy |
11,161
+1,024
| +10% | +$43.2K | 0.12% | 135 |
|
|
2014
Q3 | $390K | Buy |
10,137
+489
| +5% | +$18.8K | 0.11% | 157 |
|
|
2014
Q2 | $409K | Buy |
9,648
+796
| +9% | +$33.7K | 0.11% | 145 |
|
|
2014
Q1 | $304K | Buy |
+8,852
| New | +$304K | 0.1% | 164 |
|
|
2013
Q4 | – | Sell |
-7,063
| Closed | -$268K | – | 281 |
|
|
2013
Q3 | $268K | Buy |
7,063
+1,320
| +23% | +$50.1K | 0.1% | 169 |
|
|
2013
Q2 | $232K | Buy |
+5,743
| New | +$232K | 0.11% | 189 |
|