RDA Financial Network’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,800
| Closed | -$201K | – | 247 |
|
|
2024
Q3 | $201K | Buy |
+2,800
| New | +$201K | 0.06% | 227 |
|
|
2024
Q1 | – | Sell |
-3,557
| Closed | -$210K | – | 228 |
|
|
2023
Q4 | $210K | Sell |
3,557
-10,813
| -75% | -$637K | 0.08% | 218 |
|
|
2023
Q3 | $804K | Buy |
14,370
+239
| +2% | +$13.4K | 0.35% | 80 |
|
|
2023
Q2 | $851K | Buy |
14,131
+322
| +2% | +$19.4K | 0.36% | 81 |
|
|
2023
Q1 | $857K | Buy |
13,809
+530
| +4% | +$32.9K | 0.39% | 79 |
|
|
2022
Q4 | $845K | Buy |
13,279
+692
| +5% | +$44K | 0.42% | 74 |
|
|
2022
Q3 | $705K | Buy |
12,587
+1,217
| +11% | +$68.2K | 0.38% | 76 |
|
|
2022
Q2 | $715K | Sell |
11,370
-317
| -3% | -$19.9K | 0.36% | 76 |
|
|
2022
Q1 | $725K | Buy |
11,687
+2,349
| +25% | +$146K | 0.31% | 84 |
|
|
2021
Q4 | $553K | Buy |
+9,338
| New | +$553K | 0.23% | 107 |
|