Resurgent Financial Advisors’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,780
| Closed | -$164K | – | 351 |
|
|
2023
Q4 | $164K | Sell |
2,780
-101
| -4% | -$5.95K | 0.1% | 184 |
|
|
2023
Q3 | $161K | Sell |
2,881
-256
| -8% | -$14.3K | 0.11% | 166 |
|
|
2023
Q2 | $189K | Sell |
3,137
-109
| -3% | -$6.56K | 0.12% | 153 |
|
|
2023
Q1 | $201K | Buy |
3,246
+290
| +10% | +$18K | 0.13% | 146 |
|
|
2022
Q4 | $188K | Buy |
+2,956
| New | +$188K | 0.1% | 210 |
|
|
2022
Q2 | – | Sell |
-3,546
| Closed | -$220K | – | 201 |
|
|
2022
Q1 | $220K | Buy |
+3,546
| New | +$220K | 0.14% | 165 |
|