Prospera Financial Services’s Coca-Cola Femsa KOF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $306K | Sell |
3,165
-350
| -10% | -$33.9K | 0.01% | 1097 |
|
2025
Q1 | $321K | Sell |
3,515
-211
| -6% | -$19.3K | 0.01% | 958 |
|
2024
Q4 | $290K | Sell |
3,726
-4,321
| -54% | -$337K | 0.01% | 944 |
|
2024
Q3 | $714K | Buy |
+8,047
| New | +$714K | 0.02% | 611 |
|
2022
Q4 | – | Sell |
-14,041
| Closed | -$820K | – | 931 |
|
2022
Q3 | $820K | Buy |
14,041
+3,183
| +29% | +$186K | 0.04% | 404 |
|
2022
Q2 | $600K | Buy |
10,858
+10,758
| +10,758% | +$594K | 0.03% | 473 |
|
2022
Q1 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 2266 |
|